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Disclosery

Geneos Wealth Management Inc.: TLH position timeline

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

Geneos Wealth Management Inc. held 34,559 TLH 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 34,559 shares
    Change vs previous 13F +1,068 shares

    0.07% of the 13F portfolio, value $3,467,996.

    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 33,491 shares
    Change vs previous 13F +1,876 shares

    0.08% of the 13F portfolio, value $3,373,166.

    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 31,615 shares
    Change vs previous 13F +92 shares

    0.08% of the 13F portfolio, value $3,214,323.

    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 31,523 shares
    Change vs previous 13F +929 shares

    0.08% of the 13F portfolio, value $3,246,548.

    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 30,594 shares
    Change vs previous 13F -19,116 shares

    0.08% of the 13F portfolio, value $3,108,348.

    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 49,710 shares
    Change vs previous 13F +32,125 shares

    0.08% of the 13F portfolio, value $5,157,412.

    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 17,585 shares
    Change vs previous 13F +7 shares

    0.06% of the 13F portfolio, value $1,750,368.

    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 17,578 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,921,751.

    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).