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Geneos Wealth Management Inc.: HEDJ position timeline

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

Geneos Wealth Management Inc. held 19,042 HEDJ 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 19,042 shares
    Change vs previous 13F +357 shares

    0.02% of the 13F portfolio, value $1,085,394.

    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 18,685 shares
    Change vs previous 13F +2,709 shares

    0.02% of the 13F portfolio, value $977,226.

    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 15,976 shares
    Change vs previous 13F +957 shares

    0.02% of the 13F portfolio, value $847,687.

    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 15,019 shares
    Change vs previous 13F +1,140 shares

    0.02% of the 13F portfolio, value $756,958.

    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 13,879 shares
    Change vs previous 13F +1,320 shares

    0.02% of the 13F portfolio, value $667,857.

    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 12,559 shares
    Change vs previous 13F +12,199 shares

    0.01% of the 13F portfolio, value $596,301.

    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 360 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $15,739.

    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 760 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $34,124.

    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).