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Disclosery

Geneos Wealth Management Inc.: SMR position timeline

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

Geneos Wealth Management Inc. held 21,820 SMR 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 21,820 shares
    Change vs previous 13F +372 shares

    <0.01% of the 13F portfolio, value $218,855.

    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 21,448 shares
    Change vs previous 13F +1,846 shares

    0.01% of the 13F portfolio, value $232,496.

    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 19,602 shares
    Change vs previous 13F +13,912 shares

    0.01% of the 13F portfolio, value $277,760.

    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 5,690 shares
    Change vs previous 13F +1,570 shares

    0.01% of the 13F portfolio, value $204,840.

    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 4,120 shares
    Change vs previous 13F -4,560 shares

    <0.01% of the 13F portfolio, value $162,987.

    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 8,680 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $122,908.

    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).