Geneos Wealth Management Inc.: ZTS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on ZTS, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 3,895 ZTS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 3,895 sharesChange vs previous 13F +124 shares
0.01% of the 13F portfolio, value $279,918.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,771 sharesChange vs previous 13F -19,288 shares
0.01% of the 13F portfolio, value $445,806.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,059 sharesChange vs previous 13F +1,476 shares
0.07% of the 13F portfolio, value $2,901,272.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,583 sharesChange vs previous 13F -3,377 shares
0.08% of the 13F portfolio, value $3,158,093.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,960 sharesChange vs previous 13F -24,607 shares
0.1% of the 13F portfolio, value $3,892,510.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 49,567 sharesChange vs previous 13F +34,862 shares
0.12% of the 13F portfolio, value $8,161,250.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,705 sharesChange vs previous 13F +1,776 shares
0.08% of the 13F portfolio, value $2,395,941.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,929 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $2,526,140.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).