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Geneos Wealth Management Inc.: DFSV position timeline

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

Geneos Wealth Management Inc. held 492,276 DFSV 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 492,276 shares
    Change vs previous 13F +6,241 shares

    0.39% of the 13F portfolio, value $19,095,403.

    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 486,035 shares
    Change vs previous 13F -6,952 shares

    0.4% of the 13F portfolio, value $17,030,662.

    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 492,987 shares
    Change vs previous 13F +9,170 shares

    0.4% of the 13F portfolio, value $16,214,333.

    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 483,817 shares
    Change vs previous 13F -560 shares

    0.39% of the 13F portfolio, value $15,404,734.

    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 484,377 shares
    Change vs previous 13F -453,177 shares

    0.35% of the 13F portfolio, value $14,255,215.

    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 937,554 shares
    Change vs previous 13F +467,377 shares

    0.39% of the 13F portfolio, value $26,392,133.

    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 470,177 shares
    Change vs previous 13F -313 shares

    0.51% of the 13F portfolio, value $14,472,062.

    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 470,490 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $14,491,082.

    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).