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Disclosery

Geneos Wealth Management Inc.: WM position timeline

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

Geneos Wealth Management Inc. held 7,192 WM 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 7,192 shares
    Change vs previous 13F +1,742 shares

    0.03% of the 13F portfolio, value $1,602,910.

    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 5,450 shares
    Change vs previous 13F +721 shares

    0.03% of the 13F portfolio, value $1,252,260.

    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 4,729 shares
    Change vs previous 13F -108 shares

    0.03% of the 13F portfolio, value $1,039,081.

    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 4,837 shares
    Change vs previous 13F +1,169 shares

    0.03% of the 13F portfolio, value $1,068,262.

    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 3,668 shares
    Change vs previous 13F -3,164 shares

    0.02% of the 13F portfolio, value $839,233.

    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 6,832 shares
    Change vs previous 13F +4,521 shares

    0.02% of the 13F portfolio, value $1,581,625.

    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 2,311 shares
    Change vs previous 13F +56 shares

    0.02% of the 13F portfolio, value $466,331.

    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 2,255 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $468,094.

    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).