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Disclosery

Geneos Wealth Management Inc.: WLKP position timeline

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

Geneos Wealth Management Inc. held 6,966 WLKP 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 6,966 shares
    Change vs previous 13F +92 shares

    <0.01% of the 13F portfolio, value $155,073.

    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 6,874 shares
    Change vs previous 13F +572 shares

    <0.01% of the 13F portfolio, value $151,854.

    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 6,302 shares
    Change vs previous 13F +3,708 shares

    <0.01% of the 13F portfolio, value $119,735.

    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 2,594 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $54,442.

    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 2,579 shares
    Change vs previous 13F -3,216 shares

    <0.01% of the 13F portfolio, value $56,977.

    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 5,795 shares
    Change vs previous 13F +2,458 shares

    <0.01% of the 13F portfolio, value $133,821.

    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 3,337 shares
    Change vs previous 13F +812 shares

    <0.01% of the 13F portfolio, value $77,229.

    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 2,525 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $56,585.

    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).