Geneos Wealth Management Inc.: UNP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on UNP, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 7,634 UNP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 7,634 sharesChange vs previous 13F -38 shares
0.04% of the 13F portfolio, value $2,076,420.
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 7,672 sharesChange vs previous 13F +20 shares
0.04% of the 13F portfolio, value $1,861,407.
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 7,652 sharesChange vs previous 13F +1,776 shares
0.04% of the 13F portfolio, value $1,770,033.
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 5,876 sharesChange vs previous 13F -2,836 shares
0.04% of the 13F portfolio, value $1,388,873.
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 8,712 sharesChange vs previous 13F -1,867 shares
0.05% of the 13F portfolio, value $2,004,457.
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 10,579 sharesChange vs previous 13F +7,033 shares
0.04% of the 13F portfolio, value $2,499,182.
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 3,546 sharesChange vs previous 13F -1,348 shares
0.03% of the 13F portfolio, value $808,630.
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 4,894 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,206,273.
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).