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Disclosery

Geneos Wealth Management Inc.: HISF position timeline

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

Geneos Wealth Management Inc. held 726,467 HISF 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 726,467 shares
    Change vs previous 13F +24,664 shares

    0.66% of the 13F portfolio, value $32,204,302.

    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 701,803 shares
    Change vs previous 13F +261,046 shares

    0.72% of the 13F portfolio, value $31,117,938.

    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 440,757 shares
    Change vs previous 13F +160,837 shares

    0.49% of the 13F portfolio, value $19,944,262.

    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 279,920 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $12,644,005.

    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).