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Disclosery

Geneos Wealth Management Inc.: ZS position timeline

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

Geneos Wealth Management Inc. held 8,742 ZS 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 8,742 shares
    Change vs previous 13F +2,672 shares

    0.03% of the 13F portfolio, value $1,233,933.

    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 6,070 shares
    Change vs previous 13F -148 shares

    0.02% of the 13F portfolio, value $851,560.

    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 6,218 shares
    Change vs previous 13F -415 shares

    0.03% of the 13F portfolio, value $1,398,553.

    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 6,633 shares
    Change vs previous 13F +212 shares

    0.05% of the 13F portfolio, value $1,987,645.

    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 6,421 shares
    Change vs previous 13F -6,104 shares

    0.05% of the 13F portfolio, value $2,015,809.

    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 12,525 shares
    Change vs previous 13F +7,654 shares

    0.04% of the 13F portfolio, value $2,485,210.

    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 4,871 shares
    Change vs previous 13F +156 shares

    0.03% of the 13F portfolio, value $878,777.

    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 4,715 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $805,982.

    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).