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Geneos Wealth Management Inc.: TPIF position timeline

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

Geneos Wealth Management Inc. held 41,380 TPIF 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 41,380 shares
    Change vs previous 13F +578 shares

    0.03% of the 13F portfolio, value $1,543,888.

    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 40,802 shares
    Change vs previous 13F -16,908 shares

    0.03% of the 13F portfolio, value $1,470,504.

    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 57,710 shares
    Change vs previous 13F +4,111 shares

    0.05% of the 13F portfolio, value $2,001,366.

    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 53,599 shares
    Change vs previous 13F +2,381 shares

    0.05% of the 13F portfolio, value $1,789,141.

    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 51,218 shares
    Change vs previous 13F +30,730 shares

    0.04% of the 13F portfolio, value $1,653,822.

    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 20,488 shares
    Change vs previous 13F +13,018 shares

    0.01% of the 13F portfolio, value $589,030.

    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 7,470 shares
    Change vs previous 13F +1,985 shares

    0.01% of the 13F portfolio, value $198,553.

    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 5,485 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $158,352.

    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).