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Disclosery

Geneos Wealth Management Inc.: TIP position timeline

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

Geneos Wealth Management Inc. held 934 TIP 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 934 shares
    Change vs previous 13F -17,246 shares

    <0.01% of the 13F portfolio, value $102,227.

    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 18,180 shares
    Change vs previous 13F +17,146 shares

    0.05% of the 13F portfolio, value $2,006,362.

    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 1,034 shares
    Change vs previous 13F -59 shares

    <0.01% of the 13F portfolio, value $113,610.

    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 1,093 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $121,562.

    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 1,092 shares
    Change vs previous 13F -1,286 shares

    <0.01% of the 13F portfolio, value $120,123.

    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 2,378 shares
    Change vs previous 13F +1,384 shares

    <0.01% of the 13F portfolio, value $264,135.

    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 994 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $105,880.

    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 1,022 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $112,945.

    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).