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Disclosery

Geneos Wealth Management Inc.: UWM position timeline

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

Geneos Wealth Management Inc. held 804 UWM 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 804 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $54,053.

    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 824 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $38,456.

    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 845 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $39,732.

    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 845 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $39,174.

    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 870 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $32,773.

    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 870 shares
    Change vs previous 13F -607 shares

    <0.01% of the 13F portfolio, value $29,093.

    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 1,477 shares
    Change vs previous 13F -702 shares

    <0.01% of the 13F portfolio, value $61,812.

    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 2,179 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $93,544.

    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).