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Disclosery

Geneos Wealth Management Inc.: TSLA position timeline

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

Geneos Wealth Management Inc. held 23,109 TSLA 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 23,109 shares
    Change vs previous 13F +1,085 shares

    0.2% of the 13F portfolio, value $9,719,645.

    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 22,024 shares
    Change vs previous 13F -5,566 shares

    0.19% of the 13F portfolio, value $8,187,422.

    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 27,590 shares
    Change vs previous 13F -557 shares

    0.3% of the 13F portfolio, value $12,407,775.

    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 28,147 shares
    Change vs previous 13F -7,503 shares

    0.32% of the 13F portfolio, value $12,517,534.

    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 35,650 shares
    Change vs previous 13F -28,117 shares

    0.28% of the 13F portfolio, value $11,324,579.

    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 63,767 shares
    Change vs previous 13F +43,964 shares

    0.24% of the 13F portfolio, value $16,525,856.

    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 19,803 shares
    Change vs previous 13F -9,290 shares

    0.28% of the 13F portfolio, value $7,997,244.

    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 29,093 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $7,611,602.

    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).