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Disclosery

Geneos Wealth Management Inc.: TSM position timeline

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

Geneos Wealth Management Inc. held 17,243 TSM 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 17,243 shares
    Change vs previous 13F -859 shares

    0.17% of the 13F portfolio, value $8,234,901.

    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 18,102 shares
    Change vs previous 13F -2,722 shares

    0.14% of the 13F portfolio, value $6,117,709.

    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 20,824 shares
    Change vs previous 13F +2,979 shares

    0.15% of the 13F portfolio, value $6,328,150.

    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 17,845 shares
    Change vs previous 13F -4,220 shares

    0.13% of the 13F portfolio, value $4,984,045.

    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 22,065 shares
    Change vs previous 13F -23,143 shares

    0.12% of the 13F portfolio, value $4,997,433.

    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 45,208 shares
    Change vs previous 13F +31,349 shares

    0.11% of the 13F portfolio, value $7,504,646.

    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 13,859 shares
    Change vs previous 13F +547 shares

    0.1% of the 13F portfolio, value $2,736,954.

    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 13,312 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,311,908.

    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).