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Geneos Wealth Management Inc.: TCAF position timeline

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

Geneos Wealth Management Inc. held 4,938 TCAF 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 4,938 shares
    Change vs previous 13F +1,783 shares

    <0.01% of the 13F portfolio, value $202,952.

    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 3,155 shares
    Change vs previous 13F +850 shares

    <0.01% of the 13F portfolio, value $112,286.

    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 2,305 shares
    Change vs previous 13F +310 shares

    <0.01% of the 13F portfolio, value $88,097.

    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 1,995 shares
    Change vs previous 13F +400 shares

    <0.01% of the 13F portfolio, value $75,212.

    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 1,595 shares
    Change vs previous 13F +1,130 shares

    <0.01% of the 13F portfolio, value $56,272.

    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 465 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,010.

    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).