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Disclosery

Geneos Wealth Management Inc.: GLD position timeline

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

Geneos Wealth Management Inc. held 24,745 GLD 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 24,745 shares
    Change vs previous 13F +827 shares

    0.19% of the 13F portfolio, value $9,115,563.

    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 23,918 shares
    Change vs previous 13F -3,935 shares

    0.24% of the 13F portfolio, value $10,291,676.

    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 27,853 shares
    Change vs previous 13F +364 shares

    0.27% of the 13F portfolio, value $11,038,422.

    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 27,489 shares
    Change vs previous 13F -3,037 shares

    0.25% of the 13F portfolio, value $9,771,515.

    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 30,526 shares
    Change vs previous 13F -852 shares

    0.23% of the 13F portfolio, value $9,305,241.

    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 31,378 shares
    Change vs previous 13F +19,542 shares

    0.13% of the 13F portfolio, value $9,041,257.

    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 11,836 shares
    Change vs previous 13F -266 shares

    0.1% of the 13F portfolio, value $2,865,851.

    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 12,102 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,941,512.

    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).