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Disclosery

Geneos Wealth Management Inc.: TDV position timeline

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

Geneos Wealth Management Inc. held 10,557 TDV 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 10,557 shares
    Change vs previous 13F -116 shares

    0.02% of the 13F portfolio, value $1,097,542.

    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 10,673 shares
    Change vs previous 13F +190 shares

    0.02% of the 13F portfolio, value $904,136.

    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 10,483 shares
    Change vs previous 13F -508 shares

    0.02% of the 13F portfolio, value $907,641.

    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 10,991 shares
    Change vs previous 13F +763 shares

    0.02% of the 13F portfolio, value $950,740.

    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 10,228 shares
    Change vs previous 13F -1,846 shares

    0.02% of the 13F portfolio, value $850,981.

    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 12,074 shares
    Change vs previous 13F -4,877 shares

    0.01% of the 13F portfolio, value $879,597.

    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 16,951 shares
    Change vs previous 13F +352 shares

    0.04% of the 13F portfolio, value $1,278,960.

    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 16,599 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,279,285.

    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).