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Geneos Wealth Management Inc.: FXH position timeline

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

Geneos Wealth Management Inc. held 26,754 FXH 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 26,754 shares
    Change vs previous 13F +17,870 shares

    0.07% of the 13F portfolio, value $3,274,690.

    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 8,884 shares
    Change vs previous 13F -1,500 shares

    0.02% of the 13F portfolio, value $975,197.

    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 10,384 shares
    Change vs previous 13F +1,315 shares

    0.03% of the 13F portfolio, value $1,181,907.

    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 9,069 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $994,597.

    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 9,069 shares
    Change vs previous 13F -5,473 shares

    0.02% of the 13F portfolio, value $940,274.

    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 14,542 shares
    Change vs previous 13F +10,275 shares

    0.02% of the 13F portfolio, value $1,506,551.

    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 4,267 shares
    Change vs previous 13F -186 shares

    0.02% of the 13F portfolio, value $444,323.

    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 4,453 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $498,126.

    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).