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Geneos Wealth Management Inc.: BSV position timeline

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

Geneos Wealth Management Inc. held 37,741 BSV 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 37,741 shares
    Change vs previous 13F +519 shares

    0.06% of the 13F portfolio, value $2,940,399.

    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 37,222 shares
    Change vs previous 13F +500 shares

    0.07% of the 13F portfolio, value $2,918,611.

    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 36,722 shares
    Change vs previous 13F +1,396 shares

    0.07% of the 13F portfolio, value $2,894,072.

    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 35,326 shares
    Change vs previous 13F +7,064 shares

    0.07% of the 13F portfolio, value $2,787,594.

    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 28,262 shares
    Change vs previous 13F -100,522 shares

    0.05% of the 13F portfolio, value $2,224,186.

    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 128,784 shares
    Change vs previous 13F +94,047 shares

    0.15% of the 13F portfolio, value $10,081,188.

    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 34,737 shares
    Change vs previous 13F -1,688 shares

    0.09% of the 13F portfolio, value $2,684,129.

    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 36,425 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,866,277.

    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).