Skip to content
Disclosery

Geneos Wealth Management Inc.: WFC position timeline

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

Geneos Wealth Management Inc. held 56,979 WFC 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 56,979 shares
    Change vs previous 13F +598 shares

    0.1% of the 13F portfolio, value $4,708,744.

    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 56,381 shares
    Change vs previous 13F +802 shares

    0.1% of the 13F portfolio, value $4,488,479.

    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 55,579 shares
    Change vs previous 13F +2,848 shares

    0.13% of the 13F portfolio, value $5,179,993.

    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 52,731 shares
    Change vs previous 13F -2,176 shares

    0.11% of the 13F portfolio, value $4,419,934.

    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 54,907 shares
    Change vs previous 13F -47,574 shares

    0.11% of the 13F portfolio, value $4,399,159.

    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 102,481 shares
    Change vs previous 13F +54,946 shares

    0.11% of the 13F portfolio, value $7,805,228.

    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 47,535 shares
    Change vs previous 13F -791 shares

    0.12% of the 13F portfolio, value $3,338,837.

    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 48,326 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,729,958.

    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).