Geneos Wealth Management Inc.: XBOEX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on XBOEX, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 0 XBOEX shares at 2025-09-30 per its 13F-HR filed 2025-10-22.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -16,544 shares
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 16,544 sharesChange vs previous 13F -27,969 shares
<0.01% of the 13F portfolio, value $187,774.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 44,513 sharesChange vs previous 13F +41,029 shares
0.01% of the 13F portfolio, value $482,966.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,484 sharesChange vs previous 13F -365 shares
<0.01% of the 13F portfolio, value $37,523.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,849 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $43,340.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).