Skip to content
Disclosery

Geneos Wealth Management Inc.: SPTL position timeline

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

Geneos Wealth Management Inc. held 12,344 SPTL 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 12,344 shares
    Change vs previous 13F +10,189 shares

    0.01% of the 13F portfolio, value $323,773.

    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 2,155 shares
    Change vs previous 13F +1,465 shares

    <0.01% of the 13F portfolio, value $56,665.

    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 690 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $18,273.

    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 690 shares
    Change vs previous 13F -417 shares

    <0.01% of the 13F portfolio, value $18,596.

    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 1,107 shares
    Change vs previous 13F -6,832 shares

    <0.01% of the 13F portfolio, value $29,424.

    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 7,939 shares
    Change vs previous 13F -1,174 shares

    <0.01% of the 13F portfolio, value $216,417.

    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 9,113 shares
    Change vs previous 13F -3,711 shares

    0.01% of the 13F portfolio, value $238,669.

    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 12,824 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $372,794.

    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).