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Disclosery

Geneos Wealth Management Inc.: UPS position timeline

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

Geneos Wealth Management Inc. held 16,137 UPS 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 16,137 shares
    Change vs previous 13F +501 shares

    0.04% of the 13F portfolio, value $1,734,770.

    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 15,636 shares
    Change vs previous 13F -2,909 shares

    0.04% of the 13F portfolio, value $1,538,230.

    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 18,545 shares
    Change vs previous 13F +298 shares

    0.04% of the 13F portfolio, value $1,839,463.

    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 18,247 shares
    Change vs previous 13F +1,051 shares

    0.04% of the 13F portfolio, value $1,524,190.

    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 17,196 shares
    Change vs previous 13F -1,736 shares

    0.04% of the 13F portfolio, value $1,735,805.

    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 18,932 shares
    Change vs previous 13F +10,175 shares

    0.03% of the 13F portfolio, value $2,228,982.

    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 8,757 shares
    Change vs previous 13F -304 shares

    0.04% of the 13F portfolio, value $1,104,283.

    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 9,061 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,235,400.

    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).