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Disclosery

Geneos Wealth Management Inc.: XRT position timeline

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

Geneos Wealth Management Inc. held 418 XRT 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 418 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $36,675.

    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 418 shares
    Change vs previous 13F -1,175 shares

    <0.01% of the 13F portfolio, value $33,636.

    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 1,593 shares
    Change vs previous 13F +1,175 shares

    <0.01% of the 13F portfolio, value $135,867.

    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 418 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $36,023.

    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 418 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $32,211.

    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 418 shares
    Change vs previous 13F -3,312 shares

    <0.01% of the 13F portfolio, value $28,880.

    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 3,730 shares
    Change vs previous 13F +3,144 shares

    0.01% of the 13F portfolio, value $296,871.

    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 586 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $45,526.

    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).