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Disclosery

Geneos Wealth Management Inc.: WMT position timeline

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

Geneos Wealth Management Inc. held 66,842 WMT 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 66,842 shares
    Change vs previous 13F -850 shares

    0.15% of the 13F portfolio, value $7,570,543.

    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 67,692 shares
    Change vs previous 13F -1,518 shares

    0.2% of the 13F portfolio, value $8,412,733.

    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 69,210 shares
    Change vs previous 13F -1,204 shares

    0.19% of the 13F portfolio, value $7,710,710.

    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 70,414 shares
    Change vs previous 13F -15,621 shares

    0.18% of the 13F portfolio, value $7,256,894.

    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 86,035 shares
    Change vs previous 13F -67,903 shares

    0.21% of the 13F portfolio, value $8,412,509.

    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 153,938 shares
    Change vs previous 13F +92,386 shares

    0.2% of the 13F portfolio, value $13,514,240.

    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 61,552 shares
    Change vs previous 13F -8,751 shares

    0.19% of the 13F portfolio, value $5,561,214.

    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 70,303 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,676,978.

    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).