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Disclosery

Geneos Wealth Management Inc.: SRE position timeline

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

Geneos Wealth Management Inc. held 44,205 SRE 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 44,205 shares
    Change vs previous 13F -3,461 shares

    0.08% of the 13F portfolio, value $4,098,199.

    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 47,666 shares
    Change vs previous 13F -3,758 shares

    0.11% of the 13F portfolio, value $4,631,694.

    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 51,424 shares
    Change vs previous 13F -2,120 shares

    0.11% of the 13F portfolio, value $4,540,185.

    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 53,544 shares
    Change vs previous 13F -511 shares

    0.12% of the 13F portfolio, value $4,817,880.

    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 54,055 shares
    Change vs previous 13F -34,401 shares

    0.1% of the 13F portfolio, value $4,095,747.

    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 88,456 shares
    Change vs previous 13F +58,539 shares

    0.09% of the 13F portfolio, value $6,312,220.

    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 29,917 shares
    Change vs previous 13F +25,838 shares

    0.09% of the 13F portfolio, value $2,624,319.

    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 4,079 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $341,127.

    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).