Skip to content
Disclosery

Geneos Wealth Management Inc.: DVY position timeline

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

Geneos Wealth Management Inc. held 27,770 DVY 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 27,770 shares
    Change vs previous 13F +4,445 shares

    0.09% of the 13F portfolio, value $4,340,466.

    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 23,325 shares
    Change vs previous 13F +307 shares

    0.08% of the 13F portfolio, value $3,531,585.

    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 23,018 shares
    Change vs previous 13F -626 shares

    0.08% of the 13F portfolio, value $3,248,692.

    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 23,644 shares
    Change vs previous 13F -3,006 shares

    0.09% of the 13F portfolio, value $3,359,747.

    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 26,650 shares
    Change vs previous 13F -25,436 shares

    0.09% of the 13F portfolio, value $3,539,409.

    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 52,086 shares
    Change vs previous 13F +25,202 shares

    0.1% of the 13F portfolio, value $6,994,704.

    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 26,884 shares
    Change vs previous 13F -693 shares

    0.12% of the 13F portfolio, value $3,529,602.

    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 27,577 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,724,828.

    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).