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Disclosery

Geneos Wealth Management Inc.: TPLC position timeline

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

Geneos Wealth Management Inc. held 194,043 TPLC 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 194,043 shares
    Change vs previous 13F +2,742 shares

    0.2% of the 13F portfolio, value $9,770,065.

    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 191,301 shares
    Change vs previous 13F +7,009 shares

    0.21% of the 13F portfolio, value $8,884,018.

    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 184,292 shares
    Change vs previous 13F +1,875 shares

    0.2% of the 13F portfolio, value $8,376,071.

    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 182,417 shares
    Change vs previous 13F -513 shares

    0.21% of the 13F portfolio, value $8,445,907.

    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 182,930 shares
    Change vs previous 13F -200,348 shares

    0.2% of the 13F portfolio, value $8,213,564.

    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 383,278 shares
    Change vs previous 13F +208,497 shares

    0.24% of the 13F portfolio, value $16,266,319.

    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 174,781 shares
    Change vs previous 13F +501 shares

    0.26% of the 13F portfolio, value $7,485,870.

    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 174,280 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $7,666,577.

    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).