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Disclosery

Geneos Wealth Management Inc.: XEL position timeline

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

Geneos Wealth Management Inc. held 40,998 XEL 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 40,998 shares
    Change vs previous 13F +169 shares

    0.07% of the 13F portfolio, value $3,292,163.

    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 40,829 shares
    Change vs previous 13F +13,092 shares

    0.08% of the 13F portfolio, value $3,243,480.

    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 27,737 shares
    Change vs previous 13F -12,653 shares

    0.05% of the 13F portfolio, value $2,048,638.

    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 40,390 shares
    Change vs previous 13F -2,080 shares

    0.08% of the 13F portfolio, value $3,257,484.

    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 42,470 shares
    Change vs previous 13F -20,414 shares

    0.07% of the 13F portfolio, value $2,892,228.

    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 62,884 shares
    Change vs previous 13F +40,785 shares

    0.07% of the 13F portfolio, value $4,689,045.

    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 22,099 shares
    Change vs previous 13F +290 shares

    0.05% of the 13F portfolio, value $1,492,105.

    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 21,809 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,424,095.

    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).