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Disclosery

Geneos Wealth Management Inc.: SNEX position timeline

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

Geneos Wealth Management Inc. held 154 SNEX 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 154 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $18,249.

    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 154 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $12,420.

    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 103 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,798.

    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 103 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $10,395.

    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 136 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $12,421.

    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 103 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $7,867.

    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 69 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,760.

    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 69 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,650.

    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).