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Disclosery

Geneos Wealth Management Inc.: RY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on RY, newest first. How the timeline and the estimate are built.

Geneos Wealth Management Inc. held 5,761 RY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,761 shares
    Change vs previous 13F +720 shares

    0.02% of the 13F portfolio, value $1,192,354.

    13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,041 shares
    Change vs previous 13F +580 shares

    0.02% of the 13F portfolio, value $815,533.

    13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,461 shares
    Change vs previous 13F +224 shares

    0.02% of the 13F portfolio, value $760,556.

    13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,237 shares
    Change vs previous 13F +68 shares

    0.02% of the 13F portfolio, value $624,195.

    13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,169 shares
    Change vs previous 13F -3,788 shares

    0.01% of the 13F portfolio, value $548,432.

    13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 7,957 shares
    Change vs previous 13F +4,409 shares

    0.01% of the 13F portfolio, value $896,914.

    13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,548 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $427,569.

    13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,536 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $441,045.

    13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).