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Geneos Wealth Management Inc.: BILS position timeline

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

Geneos Wealth Management Inc. held 11,637 BILS 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 11,637 shares
    Change vs previous 13F -1,030 shares

    0.02% of the 13F portfolio, value $1,156,485.

    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 12,667 shares
    Change vs previous 13F -145 shares

    0.03% of the 13F portfolio, value $1,259,606.

    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 12,812 shares
    Change vs previous 13F -745 shares

    0.03% of the 13F portfolio, value $1,271,207.

    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 13,557 shares
    Change vs previous 13F +1,555 shares

    0.03% of the 13F portfolio, value $1,349,193.

    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 12,002 shares
    Change vs previous 13F +1,135 shares

    0.03% of the 13F portfolio, value $1,193,359.

    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 10,867 shares
    Change vs previous 13F +3,432 shares

    0.02% of the 13F portfolio, value $1,081,158.

    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 7,435 shares
    Change vs previous 13F +3,510 shares

    0.03% of the 13F portfolio, value $737,180.

    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 3,925 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $390,852.

    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).