Skip to content
Disclosery

Geneos Wealth Management Inc.: SONY position timeline

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

Geneos Wealth Management Inc. held 6,344 SONY 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 6,344 shares
    Change vs previous 13F +1,771 shares

    <0.01% of the 13F portfolio, value $127,266.

    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 4,573 shares
    Change vs previous 13F +286 shares

    <0.01% of the 13F portfolio, value $94,664.

    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 4,287 shares
    Change vs previous 13F +115 shares

    <0.01% of the 13F portfolio, value $109,751.

    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 4,172 shares
    Change vs previous 13F -5,072 shares

    <0.01% of the 13F portfolio, value $120,118.

    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 9,244 shares
    Change vs previous 13F -12,084 shares

    0.01% of the 13F portfolio, value $240,627.

    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 21,328 shares
    Change vs previous 13F +14,422 shares

    0.01% of the 13F portfolio, value $541,512.

    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 6,906 shares
    Change vs previous 13F +5,693 shares

    0.01% of the 13F portfolio, value $146,136.

    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 1,213 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $117,115.

    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).