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Disclosery

Geneos Wealth Management Inc.: TLT position timeline

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

Geneos Wealth Management Inc. held 39,757 TLT 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 39,757 shares
    Change vs previous 13F +2,740 shares

    0.07% of the 13F portfolio, value $3,435,780.

    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 37,017 shares
    Change vs previous 13F -888 shares

    0.07% of the 13F portfolio, value $3,209,032.

    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 37,905 shares
    Change vs previous 13F +2,722 shares

    0.08% of the 13F portfolio, value $3,303,820.

    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 35,183 shares
    Change vs previous 13F +362 shares

    0.08% of the 13F portfolio, value $3,144,283.

    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 34,821 shares
    Change vs previous 13F -32,402 shares

    0.08% of the 13F portfolio, value $3,072,957.

    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 67,223 shares
    Change vs previous 13F +16,332 shares

    0.09% of the 13F portfolio, value $6,119,305.

    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 50,891 shares
    Change vs previous 13F +34,948 shares

    0.16% of the 13F portfolio, value $4,444,333.

    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 15,943 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,564,003.

    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).