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Disclosery

Geneos Wealth Management Inc.: URA position timeline

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

Geneos Wealth Management Inc. held 56,036 URA 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 56,036 shares
    Change vs previous 13F -2,300 shares

    0.05% of the 13F portfolio, value $2,448,771.

    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 58,336 shares
    Change vs previous 13F -1,824 shares

    0.07% of the 13F portfolio, value $2,825,210.

    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 60,160 shares
    Change vs previous 13F -5,706 shares

    0.06% of the 13F portfolio, value $2,570,658.

    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 65,866 shares
    Change vs previous 13F -2,493 shares

    0.08% of the 13F portfolio, value $3,139,856.

    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 68,359 shares
    Change vs previous 13F -56,409 shares

    0.06% of the 13F portfolio, value $2,653,032.

    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 124,768 shares
    Change vs previous 13F +78,904 shares

    0.04% of the 13F portfolio, value $2,859,706.

    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 45,864 shares
    Change vs previous 13F +5,567 shares

    0.04% of the 13F portfolio, value $1,228,243.

    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 40,297 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,152,902.

    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).