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Geneos Wealth Management Inc.: UUUU position timeline

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

Geneos Wealth Management Inc. held 2,209 UUUU 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 2,209 shares
    Change vs previous 13F +1,250 shares

    <0.01% of the 13F portfolio, value $32,031.

    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 959 shares
    Change vs previous 13F -1,500 shares

    <0.01% of the 13F portfolio, value $17,502.

    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 2,459 shares
    Change vs previous 13F -840 shares

    <0.01% of the 13F portfolio, value $35,754.

    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 3,299 shares
    Change vs previous 13F -56,552 shares

    <0.01% of the 13F portfolio, value $50,640.

    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 59,851 shares
    Change vs previous 13F -34,351 shares

    0.01% of the 13F portfolio, value $344,143.

    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 94,202 shares
    Change vs previous 13F +56,751 shares

    0.01% of the 13F portfolio, value $351,373.

    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 37,451 shares
    Change vs previous 13F -820 shares

    0.01% of the 13F portfolio, value $192,124.

    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 38,271 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,108.

    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).