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Geneos Wealth Management Inc.: TOTL position timeline

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

Geneos Wealth Management Inc. held 126,930 TOTL 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 126,930 shares
    Change vs previous 13F +35,235 shares

    0.1% of the 13F portfolio, value $5,009,924.

    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 91,695 shares
    Change vs previous 13F +22,209 shares

    0.08% of the 13F portfolio, value $3,643,049.

    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 69,486 shares
    Change vs previous 13F +4,292 shares

    0.07% of the 13F portfolio, value $2,796,799.

    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 65,194 shares
    Change vs previous 13F -1,414 shares

    0.07% of the 13F portfolio, value $2,644,904.

    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 66,608 shares
    Change vs previous 13F -64,253 shares

    0.07% of the 13F portfolio, value $2,671,641.

    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 130,861 shares
    Change vs previous 13F +68,663 shares

    0.08% of the 13F portfolio, value $5,272,399.

    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 62,198 shares
    Change vs previous 13F +2,795 shares

    0.09% of the 13F portfolio, value $2,449,965.

    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 59,403 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,459,267.

    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).