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Disclosery

Geneos Wealth Management Inc.: EEM position timeline

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

Geneos Wealth Management Inc. held 189,707 EEM 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 189,707 shares
    Change vs previous 13F +16,941 shares

    0.26% of the 13F portfolio, value $12,977,883.

    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 172,766 shares
    Change vs previous 13F +2,819 shares

    0.23% of the 13F portfolio, value $9,811,387.

    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 169,947 shares
    Change vs previous 13F +25,077 shares

    0.23% of the 13F portfolio, value $9,297,814.

    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 144,870 shares
    Change vs previous 13F +3,938 shares

    0.2% of the 13F portfolio, value $7,736,037.

    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 140,932 shares
    Change vs previous 13F -103,659 shares

    0.17% of the 13F portfolio, value $6,798,546.

    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 244,591 shares
    Change vs previous 13F +131,784 shares

    0.16% of the 13F portfolio, value $10,688,652.

    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 112,807 shares
    Change vs previous 13F +4,553 shares

    0.17% of the 13F portfolio, value $4,717,596.

    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 108,254 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,964,538.

    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).