Skip to content
Disclosery

Geneos Wealth Management Inc.: SCCO position timeline

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

Geneos Wealth Management Inc. held 4,297 SCCO 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 4,297 shares
    Change vs previous 13F +41 shares

    0.02% of the 13F portfolio, value $748,795.

    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 4,256 shares
    Change vs previous 13F +32 shares

    0.02% of the 13F portfolio, value $732,287.

    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 4,224 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $606,017.

    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 4,220 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $512,183.

    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 4,371 shares
    Change vs previous 13F -4,715 shares

    0.01% of the 13F portfolio, value $442,214.

    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 9,086 shares
    Change vs previous 13F +5,709 shares

    0.01% of the 13F portfolio, value $849,177.

    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 3,377 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,746.

    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).