Geneos Wealth Management Inc.: SLB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on SLB, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 126,109 SLB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 126,109 sharesChange vs previous 13F -1,685 shares
0.12% of the 13F portfolio, value $5,862,805.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 127,794 sharesChange vs previous 13F +9,586 shares
0.15% of the 13F portfolio, value $6,567,318.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 118,208 sharesChange vs previous 13F -754 shares
0.11% of the 13F portfolio, value $4,536,832.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 118,962 sharesChange vs previous 13F -3,196 shares
0.1% of the 13F portfolio, value $4,088,710.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 122,158 sharesChange vs previous 13F +88,866 shares
0.1% of the 13F portfolio, value $4,128,940.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 33,292 sharesChange vs previous 13F -18,500 shares
0.02% of the 13F portfolio, value $1,391,606.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 51,792 sharesChange vs previous 13F +4,603 shares
0.07% of the 13F portfolio, value $1,985,724.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 47,189 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $1,979,579.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).