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Geneos Wealth Management Inc.: UBER position timeline

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

Geneos Wealth Management Inc. held 98,540 UBER 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 98,540 shares
    Change vs previous 13F +3,895 shares

    0.15% of the 13F portfolio, value $7,110,646.

    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 94,645 shares
    Change vs previous 13F -1,513 shares

    0.16% of the 13F portfolio, value $6,807,815.

    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 96,158 shares
    Change vs previous 13F -298 shares

    0.19% of the 13F portfolio, value $7,857,070.

    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 96,456 shares
    Change vs previous 13F -2,266 shares

    0.24% of the 13F portfolio, value $9,449,794.

    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 98,722 shares
    Change vs previous 13F -113,917 shares

    0.23% of the 13F portfolio, value $9,210,763.

    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 212,639 shares
    Change vs previous 13F +201,295 shares

    0.23% of the 13F portfolio, value $15,627,814.

    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 11,344 shares
    Change vs previous 13F -344 shares

    0.02% of the 13F portfolio, value $684,270.

    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 11,688 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $878,470.

    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).