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Geneos Wealth Management Inc.: XETYX position timeline

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

Geneos Wealth Management Inc. held 15,215 XETYX 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 15,215 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $221,226.

    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 15,215 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $209,815.

    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 15,215 shares
    Change vs previous 13F -314 shares

    0.01% of the 13F portfolio, value $233,398.

    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 15,529 shares
    Change vs previous 13F +1,619 shares

    0.01% of the 13F portfolio, value $246,911.

    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 13,910 shares
    Change vs previous 13F -6,170 shares

    0.01% of the 13F portfolio, value $215,188.

    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 20,080 shares
    Change vs previous 13F +13,610 shares

    <0.01% of the 13F portfolio, value $286,341.

    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 6,470 shares
    Change vs previous 13F -750 shares

    <0.01% of the 13F portfolio, value $96,727.

    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 7,220 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $105,773.

    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).