Geneos Wealth Management Inc.: UHS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on UHS, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 74 UHS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 74 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $11,003.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 74 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $13,244.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 74 sharesChange vs previous 13F +24 shares
<0.01% of the 13F portfolio, value $16,133.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 50 sharesChange vs previous 13F -47 shares
<0.01% of the 13F portfolio, value $10,222.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 97 sharesChange vs previous 13F +40 shares
<0.01% of the 13F portfolio, value $17,572.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 57 sharesChange vs previous 13F +31 shares
<0.01% of the 13F portfolio, value $26,306.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $4,665.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $5,954.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).