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Disclosery

Geneos Wealth Management Inc.: TRP position timeline

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

Geneos Wealth Management Inc. held 300 TRP 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 300 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $19,887.

    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 312 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $19,531.

    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 312 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $17,163.

    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 312 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $16,976.

    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 316 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $15,418.

    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 300 shares
    Change vs previous 13F -302 shares

    <0.01% of the 13F portfolio, value $14,163.

    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 602 shares
    Change vs previous 13F +123 shares

    <0.01% of the 13F portfolio, value $28,008.

    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 479 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,789.

    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).