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Disclosery

Geneos Wealth Management Inc.: WY position timeline

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

Geneos Wealth Management Inc. held 13,024 WY 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 13,024 shares
    Change vs previous 13F -774 shares

    0.01% of the 13F portfolio, value $311,790.

    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 13,798 shares
    Change vs previous 13F -743 shares

    0.01% of the 13F portfolio, value $337,075.

    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 14,541 shares
    Change vs previous 13F +10,334 shares

    0.01% of the 13F portfolio, value $344,476.

    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 4,207 shares
    Change vs previous 13F -2,423 shares

    <0.01% of the 13F portfolio, value $104,289.

    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 6,630 shares
    Change vs previous 13F -5,301 shares

    <0.01% of the 13F portfolio, value $170,318.

    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 11,931 shares
    Change vs previous 13F +9,555 shares

    0.01% of the 13F portfolio, value $349,338.

    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 2,376 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $66,885.

    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 2,462 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $83,355.

    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).