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Geneos Wealth Management Inc.: FISV position timeline

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

Geneos Wealth Management Inc. held 2,333 FISV 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 2,333 shares
    Change vs previous 13F -179 shares

    <0.01% of the 13F portfolio, value $114,434.

    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 2,512 shares
    Change vs previous 13F +430 shares

    <0.01% of the 13F portfolio, value $140,170.

    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 2,082 shares
    Change vs previous 13F -59,784 shares

    <0.01% of the 13F portfolio, value $139,848.

    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 61,866 shares
    Change vs previous 13F +1,470 shares

    0.2% of the 13F portfolio, value $7,976,365.

    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 60,396 shares
    Change vs previous 13F -40,976 shares

    0.25% of the 13F portfolio, value $10,412,926.

    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 101,372 shares
    Change vs previous 13F +66,717 shares

    0.33% of the 13F portfolio, value $22,386,023.

    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 34,655 shares
    Change vs previous 13F -180 shares

    0.25% of the 13F portfolio, value $7,118,810.

    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 34,835 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,258,090.

    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).