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Disclosery

Geneos Wealth Management Inc.: WPC position timeline

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

Geneos Wealth Management Inc. held 240,263 WPC 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 240,263 shares
    Change vs previous 13F -4,965 shares

    0.35% of the 13F portfolio, value $17,178,800.

    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 245,228 shares
    Change vs previous 13F -22,276 shares

    0.39% of the 13F portfolio, value $16,665,723.

    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 267,504 shares
    Change vs previous 13F -15,561 shares

    0.42% of the 13F portfolio, value $17,216,574.

    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 283,065 shares
    Change vs previous 13F -8,763 shares

    0.49% of the 13F portfolio, value $19,126,697.

    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 291,828 shares
    Change vs previous 13F +239,149 shares

    0.44% of the 13F portfolio, value $18,204,248.

    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 52,679 shares
    Change vs previous 13F +35,552 shares

    0.05% of the 13F portfolio, value $3,324,552.

    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 17,127 shares
    Change vs previous 13F -197 shares

    0.03% of the 13F portfolio, value $933,081.

    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 17,324 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,079,279.

    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).