Skip to content
Disclosery

Geneos Wealth Management Inc.: TROW position timeline

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

Geneos Wealth Management Inc. held 2,057 TROW 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 2,057 shares
    Change vs previous 13F +1,112 shares

    <0.01% of the 13F portfolio, value $233,860.

    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 945 shares
    Change vs previous 13F +339 shares

    <0.01% of the 13F portfolio, value $85,182.

    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 606 shares
    Change vs previous 13F -637 shares

    <0.01% of the 13F portfolio, value $62,042.

    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 1,243 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $127,626.

    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 1,181 shares
    Change vs previous 13F -755 shares

    <0.01% of the 13F portfolio, value $113,967.

    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 1,936 shares
    Change vs previous 13F +776 shares

    <0.01% of the 13F portfolio, value $177,861.

    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 1,160 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $131,174.

    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 1,152 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $125,478.

    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).