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Disclosery

Geneos Wealth Management Inc.: WPM position timeline

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

Geneos Wealth Management Inc. held 11,554 WPM 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 11,554 shares
    Change vs previous 13F +130 shares

    0.03% of the 13F portfolio, value $1,297,745.

    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 11,424 shares
    Change vs previous 13F +145 shares

    0.03% of the 13F portfolio, value $1,496,658.

    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 11,279 shares
    Change vs previous 13F -125 shares

    0.03% of the 13F portfolio, value $1,325,508.

    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 11,404 shares
    Change vs previous 13F -8 shares

    0.03% of the 13F portfolio, value $1,275,423.

    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 11,412 shares
    Change vs previous 13F -12,656 shares

    0.03% of the 13F portfolio, value $1,024,798.

    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 24,068 shares
    Change vs previous 13F +8,179 shares

    0.03% of the 13F portfolio, value $1,868,399.

    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 15,889 shares
    Change vs previous 13F +150 shares

    0.03% of the 13F portfolio, value $893,597.

    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 15,739 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $961,338.

    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).