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Disclosery

Geneos Wealth Management Inc.: SPAB position timeline

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

Geneos Wealth Management Inc. held 317,519 SPAB 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 317,519 shares
    Change vs previous 13F +33,998 shares

    0.17% of the 13F portfolio, value $8,103,072.

    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 283,521 shares
    Change vs previous 13F +59,653 shares

    0.17% of the 13F portfolio, value $7,263,810.

    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 223,868 shares
    Change vs previous 13F +11,188 shares

    0.14% of the 13F portfolio, value $5,764,609.

    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 212,680 shares
    Change vs previous 13F +4,949 shares

    0.14% of the 13F portfolio, value $5,497,786.

    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 207,731 shares
    Change vs previous 13F -271,622 shares

    0.13% of the 13F portfolio, value $5,317,926.

    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 479,353 shares
    Change vs previous 13F +266,901 shares

    0.18% of the 13F portfolio, value $12,242,698.

    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 212,452 shares
    Change vs previous 13F +13,455 shares

    0.19% of the 13F portfolio, value $5,309,185.

    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 198,997 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,201,774.

    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).