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Disclosery

Geneos Wealth Management Inc.: ELV position timeline

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

Geneos Wealth Management Inc. held 19,932 ELV 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 19,932 shares
    Change vs previous 13F +695 shares

    0.16% of the 13F portfolio, value $7,708,112.

    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 19,237 shares
    Change vs previous 13F -784 shares

    0.13% of the 13F portfolio, value $5,631,562.

    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 20,021 shares
    Change vs previous 13F -157 shares

    0.17% of the 13F portfolio, value $7,018,388.

    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 20,178 shares
    Change vs previous 13F -11,182 shares

    0.17% of the 13F portfolio, value $6,519,864.

    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 31,360 shares
    Change vs previous 13F -25,834 shares

    0.3% of the 13F portfolio, value $12,197,604.

    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 57,194 shares
    Change vs previous 13F +33,872 shares

    0.36% of the 13F portfolio, value $24,877,177.

    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 23,322 shares
    Change vs previous 13F +1,853 shares

    0.3% of the 13F portfolio, value $8,603,564.

    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 21,469 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $11,163,644.

    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).