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Disclosery

Geneos Wealth Management Inc.: URI position timeline

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

Geneos Wealth Management Inc. held 11,050 URI 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 11,050 shares
    Change vs previous 13F +268 shares

    0.26% of the 13F portfolio, value $12,517,983.

    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 10,782 shares
    Change vs previous 13F +950 shares

    0.18% of the 13F portfolio, value $7,854,971.

    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 9,832 shares
    Change vs previous 13F +906 shares

    0.19% of the 13F portfolio, value $7,956,896.

    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 8,926 shares
    Change vs previous 13F +382 shares

    0.22% of the 13F portfolio, value $8,521,763.

    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 8,544 shares
    Change vs previous 13F -8,434 shares

    0.16% of the 13F portfolio, value $6,437,358.

    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 16,978 shares
    Change vs previous 13F +11,771 shares

    0.16% of the 13F portfolio, value $10,640,448.

    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 5,207 shares
    Change vs previous 13F +724 shares

    0.13% of the 13F portfolio, value $3,668,118.

    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 4,483 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,630,100.

    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).