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Disclosery

Geneos Wealth Management Inc.: SECT position timeline

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

Geneos Wealth Management Inc. held 77,629 SECT 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 77,629 shares
    Change vs previous 13F -1,007 shares

    0.11% of the 13F portfolio, value $5,593,971.

    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 78,636 shares
    Change vs previous 13F -8,145 shares

    0.11% of the 13F portfolio, value $4,748,798.

    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 86,781 shares
    Change vs previous 13F -1,140 shares

    0.14% of the 13F portfolio, value $5,599,946.

    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 87,921 shares
    Change vs previous 13F -888 shares

    0.14% of the 13F portfolio, value $5,540,750.

    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 88,809 shares
    Change vs previous 13F -71,075 shares

    0.13% of the 13F portfolio, value $5,157,110.

    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 159,884 shares
    Change vs previous 13F +106,869 shares

    0.12% of the 13F portfolio, value $8,163,677.

    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 53,015 shares
    Change vs previous 13F +5,677 shares

    0.1% of the 13F portfolio, value $2,913,704.

    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 47,338 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,545,364.

    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).