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Geneos Wealth Management Inc.: FVD position timeline

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

Geneos Wealth Management Inc. held 51,882 FVD 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 51,882 shares
    Change vs previous 13F +548 shares

    0.05% of the 13F portfolio, value $2,499,652.

    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 51,334 shares
    Change vs previous 13F -34,697 shares

    0.06% of the 13F portfolio, value $2,414,221.

    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 86,031 shares
    Change vs previous 13F -120,721 shares

    0.1% of the 13F portfolio, value $3,964,302.

    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 206,752 shares
    Change vs previous 13F +3,646 shares

    0.24% of the 13F portfolio, value $9,560,229.

    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 203,106 shares
    Change vs previous 13F -40,934 shares

    0.22% of the 13F portfolio, value $9,078,839.

    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 244,040 shares
    Change vs previous 13F +170,933 shares

    0.16% of the 13F portfolio, value $10,881,767.

    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 73,107 shares
    Change vs previous 13F +3,396 shares

    0.11% of the 13F portfolio, value $3,190,382.

    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 69,711 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,171,150.

    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).