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Disclosery

Geneos Wealth Management Inc.: BIV position timeline

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

Geneos Wealth Management Inc. held 465,336 BIV 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 465,336 shares
    Change vs previous 13F +30,059 shares

    0.73% of the 13F portfolio, value $35,691,299.

    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 435,277 shares
    Change vs previous 13F +46,438 shares

    0.78% of the 13F portfolio, value $33,594,656.

    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 388,839 shares
    Change vs previous 13F +19,026 shares

    0.74% of the 13F portfolio, value $30,282,744.

    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 369,813 shares
    Change vs previous 13F +9,607 shares

    0.73% of the 13F portfolio, value $28,878,716.

    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 360,206 shares
    Change vs previous 13F -348,379 shares

    0.68% of the 13F portfolio, value $27,858,295.

    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 708,585 shares
    Change vs previous 13F +360,820 shares

    0.79% of the 13F portfolio, value $54,256,340.

    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 347,765 shares
    Change vs previous 13F -4,461 shares

    0.91% of the 13F portfolio, value $25,988,447.

    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 352,226 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $27,603,935.

    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).