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Geneos Wealth Management Inc.: EFA position timeline

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

Geneos Wealth Management Inc. held 245,111 EFA 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 245,111 shares
    Change vs previous 13F -729 shares

    0.52% of the 13F portfolio, value $25,462,149.

    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 245,840 shares
    Change vs previous 13F +34,434 shares

    0.55% of the 13F portfolio, value $23,878,408.

    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 211,406 shares
    Change vs previous 13F +26,623 shares

    0.5% of the 13F portfolio, value $20,301,311.

    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 184,783 shares
    Change vs previous 13F +6,601 shares

    0.44% of the 13F portfolio, value $17,253,224.

    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 178,182 shares
    Change vs previous 13F -148,517 shares

    0.39% of the 13F portfolio, value $15,927,674.

    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 326,699 shares
    Change vs previous 13F +176,531 shares

    0.39% of the 13F portfolio, value $26,701,108.

    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 150,168 shares
    Change vs previous 13F +8,403 shares

    0.4% of the 13F portfolio, value $11,354,208.

    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 141,765 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $11,855,785.

    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).