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Disclosery

Geneos Wealth Management Inc.: UCON position timeline

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

Geneos Wealth Management Inc. held 647,628 UCON 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 647,628 shares
    Change vs previous 13F +11,856 shares

    0.33% of the 13F portfolio, value $16,112,994.

    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 635,772 shares
    Change vs previous 13F +195,297 shares

    0.37% of the 13F portfolio, value $15,748,076.

    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 440,475 shares
    Change vs previous 13F -6,063 shares

    0.27% of the 13F portfolio, value $11,086,754.

    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 446,538 shares
    Change vs previous 13F -216,849 shares

    0.29% of the 13F portfolio, value $11,248,281.

    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 663,387 shares
    Change vs previous 13F -267,421 shares

    0.4% of the 13F portfolio, value $16,511,702.

    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 930,808 shares
    Change vs previous 13F +681,896 shares

    0.34% of the 13F portfolio, value $23,037,508.

    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 248,912 shares
    Change vs previous 13F +23,420 shares

    0.21% of the 13F portfolio, value $6,135,680.

    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 225,492 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,666,605.

    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).