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Disclosery

Geneos Wealth Management Inc.: WEC position timeline

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

Geneos Wealth Management Inc. held 16,049 WEC 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 16,049 shares
    Change vs previous 13F +385 shares

    0.04% of the 13F portfolio, value $1,874,028.

    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 15,664 shares
    Change vs previous 13F -511 shares

    0.04% of the 13F portfolio, value $1,813,371.

    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 16,175 shares
    Change vs previous 13F +247 shares

    0.04% of the 13F portfolio, value $1,705,790.

    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 15,928 shares
    Change vs previous 13F -1,285 shares

    0.05% of the 13F portfolio, value $1,825,137.

    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 17,213 shares
    Change vs previous 13F -9,194 shares

    0.04% of the 13F portfolio, value $1,793,545.

    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 26,407 shares
    Change vs previous 13F +14,353 shares

    0.05% of the 13F portfolio, value $3,246,477.

    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 12,054 shares
    Change vs previous 13F +180 shares

    0.04% of the 13F portfolio, value $1,133,572.

    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 11,874 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,142,041.

    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).