Skip to content
Disclosery

Geneos Wealth Management Inc.: T position timeline

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

Geneos Wealth Management Inc. held 92,224 T 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 92,224 shares
    Change vs previous 13F +5,348 shares

    0.04% of the 13F portfolio, value $1,909,042.

    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 86,876 shares
    Change vs previous 13F +2,065 shares

    0.06% of the 13F portfolio, value $2,518,533.

    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 84,811 shares
    Change vs previous 13F +17 shares

    0.05% of the 13F portfolio, value $2,106,694.

    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 84,794 shares
    Change vs previous 13F -42,983 shares

    0.06% of the 13F portfolio, value $2,394,592.

    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 127,777 shares
    Change vs previous 13F -89,518 shares

    0.09% of the 13F portfolio, value $3,697,857.

    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 217,295 shares
    Change vs previous 13F +103,647 shares

    0.12% of the 13F portfolio, value $8,003,759.

    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 113,648 shares
    Change vs previous 13F -5,364 shares

    0.09% of the 13F portfolio, value $2,587,761.

    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 119,012 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,618,262.

    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).