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Disclosery

Geneos Wealth Management Inc.: SPIP position timeline

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

Geneos Wealth Management Inc. held 38,516 SPIP 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 38,516 shares
    Change vs previous 13F +1,580 shares

    0.02% of the 13F portfolio, value $989,091.

    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 36,936 shares
    Change vs previous 13F -850 shares

    0.02% of the 13F portfolio, value $960,705.

    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 37,786 shares
    Change vs previous 13F -9,749 shares

    0.02% of the 13F portfolio, value $980,547.

    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 47,535 shares
    Change vs previous 13F -2,304 shares

    0.03% of the 13F portfolio, value $1,251,109.

    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 49,839 shares
    Change vs previous 13F -74,406 shares

    0.03% of the 13F portfolio, value $1,298,798.

    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 124,245 shares
    Change vs previous 13F +61,106 shares

    0.05% of the 13F portfolio, value $3,277,594.

    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 63,139 shares
    Change vs previous 13F +1,254 shares

    0.06% of the 13F portfolio, value $1,598,053.

    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 61,885 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,626,337.

    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).