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Geneos Wealth Management Inc.: TBUX position timeline

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

Geneos Wealth Management Inc. held 26,684 TBUX 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 26,684 shares
    Change vs previous 13F +13,064 shares

    0.03% of the 13F portfolio, value $1,328,063.

    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 13,620 shares
    Change vs previous 13F -302 shares

    0.02% of the 13F portfolio, value $677,595.

    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 13,922 shares
    Change vs previous 13F +203 shares

    0.02% of the 13F portfolio, value $694,012.

    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 13,719 shares
    Change vs previous 13F +619 shares

    0.02% of the 13F portfolio, value $683,755.

    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 13,100 shares
    Change vs previous 13F +1,999 shares

    0.02% of the 13F portfolio, value $651,587.

    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 11,101 shares
    Change vs previous 13F +378 shares

    0.01% of the 13F portfolio, value $551,047.

    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 10,723 shares
    Change vs previous 13F +3,697 shares

    0.02% of the 13F portfolio, value $531,532.

    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 7,026 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $349,614.

    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).