Skip to content
Disclosery

Geneos Wealth Management Inc.: ACWV position timeline

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

Geneos Wealth Management Inc. held 7,106 ACWV 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 7,106 shares
    Change vs previous 13F +241 shares

    0.02% of the 13F portfolio, value $854,298.

    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 6,865 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $820,381.

    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 6,872 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $815,995.

    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 6,848 shares
    Change vs previous 13F -14,487 shares

    0.02% of the 13F portfolio, value $821,156.

    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 21,335 shares
    Change vs previous 13F -30,716 shares

    0.06% of the 13F portfolio, value $2,529,636.

    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 52,051 shares
    Change vs previous 13F +42,675 shares

    0.09% of the 13F portfolio, value $6,057,160.

    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 9,376 shares
    Change vs previous 13F -652 shares

    0.04% of the 13F portfolio, value $1,023,808.

    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 10,028 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,148,454.

    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).