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Disclosery

Geneos Wealth Management Inc.: TFC position timeline

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

Geneos Wealth Management Inc. held 26,724 TFC 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 26,724 shares
    Change vs previous 13F -613 shares

    0.03% of the 13F portfolio, value $1,331,408.

    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 27,337 shares
    Change vs previous 13F +9,700 shares

    0.03% of the 13F portfolio, value $1,256,699.

    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 17,637 shares
    Change vs previous 13F -2,647 shares

    0.02% of the 13F portfolio, value $867,935.

    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 20,284 shares
    Change vs previous 13F -3,100 shares

    0.02% of the 13F portfolio, value $927,406.

    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 23,384 shares
    Change vs previous 13F -21,962 shares

    0.02% of the 13F portfolio, value $1,005,285.

    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 45,346 shares
    Change vs previous 13F +31,265 shares

    0.03% of the 13F portfolio, value $1,865,967.

    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 14,081 shares
    Change vs previous 13F +437 shares

    0.02% of the 13F portfolio, value $610,814.

    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 13,644 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $583,558.

    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).