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Geneos Wealth Management Inc.: XSMO position timeline

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

Geneos Wealth Management Inc. held 74,319 XSMO 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 74,319 shares
    Change vs previous 13F +7,422 shares

    0.14% of the 13F portfolio, value $6,958,488.

    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 66,897 shares
    Change vs previous 13F +1,798 shares

    0.12% of the 13F portfolio, value $5,085,474.

    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 65,099 shares
    Change vs previous 13F +2,872 shares

    0.11% of the 13F portfolio, value $4,687,808.

    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 62,227 shares
    Change vs previous 13F -7,230 shares

    0.12% of the 13F portfolio, value $4,578,061.

    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 69,457 shares
    Change vs previous 13F -61,897 shares

    0.12% of the 13F portfolio, value $4,724,475.

    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 131,354 shares
    Change vs previous 13F +71,806 shares

    0.12% of the 13F portfolio, value $8,242,463.

    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 59,548 shares
    Change vs previous 13F +374 shares

    0.14% of the 13F portfolio, value $3,936,718.

    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 59,174 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,916,727.

    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).