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Disclosery

Geneos Wealth Management Inc.: TDIV position timeline

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

Geneos Wealth Management Inc. held 9,490 TDIV 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 9,490 shares
    Change vs previous 13F +831 shares

    0.02% of the 13F portfolio, value $1,090,204.

    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 8,659 shares
    Change vs previous 13F +211 shares

    0.02% of the 13F portfolio, value $810,993.

    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 8,448 shares
    Change vs previous 13F +652 shares

    0.02% of the 13F portfolio, value $818,096.

    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 7,796 shares
    Change vs previous 13F +660 shares

    0.02% of the 13F portfolio, value $768,653.

    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 7,136 shares
    Change vs previous 13F -5,174 shares

    0.02% of the 13F portfolio, value $643,422.

    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 12,310 shares
    Change vs previous 13F +8,183 shares

    0.01% of the 13F portfolio, value $906,135.

    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 4,127 shares
    Change vs previous 13F +708 shares

    0.01% of the 13F portfolio, value $323,773.

    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 3,419 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $274,546.

    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).