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Disclosery

Geneos Wealth Management Inc.: USFR position timeline

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

Geneos Wealth Management Inc. held 75,824 USFR 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 75,824 shares
    Change vs previous 13F -9,354 shares

    0.08% of the 13F portfolio, value $3,817,729.

    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 85,178 shares
    Change vs previous 13F -38,268 shares

    0.1% of the 13F portfolio, value $4,287,850.

    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 123,446 shares
    Change vs previous 13F -9,385 shares

    0.15% of the 13F portfolio, value $6,211,797.

    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 132,831 shares
    Change vs previous 13F -4,364 shares

    0.17% of the 13F portfolio, value $6,677,396.

    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 137,195 shares
    Change vs previous 13F -307,241 shares

    0.17% of the 13F portfolio, value $6,902,299.

    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 444,436 shares
    Change vs previous 13F +258,609 shares

    0.33% of the 13F portfolio, value $22,368,491.

    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 185,827 shares
    Change vs previous 13F -72,897 shares

    0.33% of the 13F portfolio, value $9,350,793.

    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 258,724 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $12,993,108.

    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).