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Disclosery

Geneos Wealth Management Inc.: DXJ position timeline

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

Geneos Wealth Management Inc. held 36,053 DXJ 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 36,053 shares
    Change vs previous 13F +199 shares

    0.13% of the 13F portfolio, value $6,255,917.

    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 35,854 shares
    Change vs previous 13F -7,423 shares

    0.13% of the 13F portfolio, value $5,685,727.

    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 43,277 shares
    Change vs previous 13F -2,792 shares

    0.15% of the 13F portfolio, value $6,238,812.

    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 46,069 shares
    Change vs previous 13F -421 shares

    0.15% of the 13F portfolio, value $5,898,214.

    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 46,490 shares
    Change vs previous 13F -49,231 shares

    0.13% of the 13F portfolio, value $5,312,412.

    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 95,721 shares
    Change vs previous 13F +45,792 shares

    0.15% of the 13F portfolio, value $10,546,540.

    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 49,929 shares
    Change vs previous 13F +329 shares

    0.19% of the 13F portfolio, value $5,506,669.

    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 49,600 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,257,600.

    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).