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Disclosery

Geneos Wealth Management Inc.: EWZ position timeline

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

Geneos Wealth Management Inc. held 18,891 EWZ 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 18,891 shares
    Change vs previous 13F -7,189 shares

    0.01% of the 13F portfolio, value $651,740.

    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 26,080 shares
    Change vs previous 13F -500 shares

    0.02% of the 13F portfolio, value $1,001,211.

    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 26,580 shares
    Change vs previous 13F -900 shares

    0.02% of the 13F portfolio, value $844,447.

    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 27,480 shares
    Change vs previous 13F -55,551 shares

    0.02% of the 13F portfolio, value $851,880.

    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 83,031 shares
    Change vs previous 13F +43,008 shares

    0.06% of the 13F portfolio, value $2,395,444.

    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 40,023 shares
    Change vs previous 13F +17,692 shares

    0.02% of the 13F portfolio, value $1,034,595.

    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 22,331 shares
    Change vs previous 13F +2,602 shares

    0.02% of the 13F portfolio, value $502,671.

    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 19,729 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $581,808.

    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).