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Geneos Wealth Management Inc.: TPHD position timeline

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

Geneos Wealth Management Inc. held 37,294 TPHD 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 37,294 shares
    Change vs previous 13F +3,531 shares

    0.03% of the 13F portfolio, value $1,576,790.

    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 33,763 shares
    Change vs previous 13F +7,482 shares

    0.03% of the 13F portfolio, value $1,396,438.

    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 26,281 shares
    Change vs previous 13F +4,072 shares

    0.02% of the 13F portfolio, value $1,012,607.

    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 22,209 shares
    Change vs previous 13F -5,904 shares

    0.02% of the 13F portfolio, value $873,702.

    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 28,113 shares
    Change vs previous 13F -43,771 shares

    0.03% of the 13F portfolio, value $1,062,671.

    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 71,884 shares
    Change vs previous 13F +39,811 shares

    0.04% of the 13F portfolio, value $2,704,288.

    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 32,073 shares
    Change vs previous 13F +2,536 shares

    0.04% of the 13F portfolio, value $1,166,164.

    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 29,537 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,113,545.

    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).