Geneos Wealth Management Inc. SEC EDGAR Filings (CIK 0001764754)

SEC EDGAR filings, ownership reports, and insider transactions for Geneos Wealth Management Inc..

Business address
9635 Maroon Cir, Suite 100, Englewood, CO, 80112
Top securities (13F)
IVV, SPY, VOO, USMV, CGGR, ITOT, MSFT, AAPL, IWV, NSC, SPLG, IXUS, QQQ, BRKB, NVDA, CGDV, SPTM, VNLA, SPYG, and PVAL
State of incorporation
CO
Fiscal year end
31 December
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Geneos Wealth Management Inc. has filed 40 SEC EDGAR filings since 19 May 2021

Latest Filings

Recent SEC filings for Geneos Wealth Management Inc. including 13F-HR, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Oct 2025 30 Sep 2025 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Aug 2025 30 Jun 2025 028-21259
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 21 May 2025 31 Mar 2025 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2025 31 Mar 2025 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2025 31 Dec 2024 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2024 30 Sep 2024 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2024 30 Jun 2024 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2024 31 Mar 2024 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2024 31 Dec 2023 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Oct 2023 30 Sep 2023 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2023 30 Jun 2023 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2023 31 Mar 2023 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2023 31 Dec 2022 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2022 30 Sep 2022 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2022 30 Jun 2022 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2022 31 Mar 2022 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2022 31 Dec 2021 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2021 30 Sep 2021 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 30 Sep 2020 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 30 Jun 2020 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 31 Mar 2020 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 31 Dec 2019 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 30 Sep 2019 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 30 Jun 2019 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 31 Mar 2019 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 31 Dec 2018 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 30 Sep 2018 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 30 Jun 2018 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 31 Mar 2018 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 31 Dec 2017 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 30 Sep 2017 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 30 Jun 2017 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 31 Mar 2017 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 31 Dec 2016 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 30 Sep 2016 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 30 Jun 2016 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Sep 2021 31 Mar 2016 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jul 2021 30 Jun 2021 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jun 2021 31 Mar 2021 028-21259
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 May 2021 31 Dec 2020 028-21259

About this filer

Geneos Wealth Management Inc. files with the SEC under CIK 0001764754. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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