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Geneos Wealth Management Inc.: XPND position timeline

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

Geneos Wealth Management Inc. held 4,892 XPND 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 4,892 shares
    Change vs previous 13F -172 shares

    <0.01% of the 13F portfolio, value $204,681.

    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 5,064 shares
    Change vs previous 13F +180 shares

    <0.01% of the 13F portfolio, value $166,251.

    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 4,884 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $176,361.

    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 4,884 shares
    Change vs previous 13F +1,656 shares

    <0.01% of the 13F portfolio, value $177,240.

    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 3,228 shares
    Change vs previous 13F -426 shares

    <0.01% of the 13F portfolio, value $108,719.

    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 3,654 shares
    Change vs previous 13F -1,711 shares

    <0.01% of the 13F portfolio, value $103,189.

    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 5,365 shares
    Change vs previous 13F -733 shares

    0.01% of the 13F portfolio, value $163,150.

    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 6,098 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $175,257.

    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).