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Disclosery

Geneos Wealth Management Inc.: SW position timeline

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

Geneos Wealth Management Inc. held 3,122 SW 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 3,122 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $144,424.

    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 3,122 shares
    Change vs previous 13F -48 shares

    <0.01% of the 13F portfolio, value $124,412.

    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 3,170 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $122,584.

    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 3,193 shares
    Change vs previous 13F -8,005 shares

    <0.01% of the 13F portfolio, value $135,945.

    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 11,198 shares
    Change vs previous 13F -7,448 shares

    0.01% of the 13F portfolio, value $483,194.

    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 18,646 shares
    Change vs previous 13F +12,689 shares

    0.01% of the 13F portfolio, value $840,189.

    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 5,957 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $320,844.

    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).