Geneos Wealth Management Inc.: TFLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on TFLO, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 10,767 TFLO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 10,767 sharesChange vs previous 13F +741 shares
0.01% of the 13F portfolio, value $545,133.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,026 sharesChange vs previous 13F -3,349 shares
0.01% of the 13F portfolio, value $507,616.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,375 sharesChange vs previous 13F -604 shares
0.02% of the 13F portfolio, value $674,927.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,979 sharesChange vs previous 13F -3,244 shares
0.02% of the 13F portfolio, value $707,203.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,223 sharesChange vs previous 13F -22,710 shares
0.02% of the 13F portfolio, value $872,335.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 39,933 sharesChange vs previous 13F +18,681 shares
0.03% of the 13F portfolio, value $2,023,048.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,252 sharesChange vs previous 13F -13,234 shares
0.04% of the 13F portfolio, value $1,072,592.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34,486 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,744,990.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).