Geneos Wealth Management Inc.: GOVT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on GOVT, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 861,989 GOVT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 861,989 sharesChange vs previous 13F +6,625 shares
0.4% of the 13F portfolio, value $19,636,110.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 855,364 sharesChange vs previous 13F -10,669 shares
0.45% of the 13F portfolio, value $19,596,386.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 866,033 sharesChange vs previous 13F +740 shares
0.49% of the 13F portfolio, value $19,944,735.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 865,293 sharesChange vs previous 13F +71,185 shares
0.51% of the 13F portfolio, value $20,005,572.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 794,108 sharesChange vs previous 13F -514,746 shares
0.45% of the 13F portfolio, value $18,248,607.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 1,308,854 sharesChange vs previous 13F +847,969 shares
0.44% of the 13F portfolio, value $30,090,552.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 460,885 sharesChange vs previous 13F +17,007 shares
0.37% of the 13F portfolio, value $10,591,137.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 443,878 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $10,408,947.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).