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Disclosery

Geneos Wealth Management Inc.: EFV position timeline

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

Geneos Wealth Management Inc. held 75,493 EFV 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 75,493 shares
    Change vs previous 13F -678 shares

    0.12% of the 13F portfolio, value $5,778,985.

    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 76,171 shares
    Change vs previous 13F +862 shares

    0.13% of the 13F portfolio, value $5,663,324.

    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 75,309 shares
    Change vs previous 13F +5,604 shares

    0.13% of the 13F portfolio, value $5,377,790.

    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 69,705 shares
    Change vs previous 13F +1,107 shares

    0.12% of the 13F portfolio, value $4,728,090.

    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 68,598 shares
    Change vs previous 13F -70,108 shares

    0.11% of the 13F portfolio, value $4,354,601.

    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 138,706 shares
    Change vs previous 13F +70,140 shares

    0.12% of the 13F portfolio, value $8,175,332.

    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 68,566 shares
    Change vs previous 13F +840 shares

    0.13% of the 13F portfolio, value $3,597,658.

    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 67,726 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,896,277.

    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).