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Disclosery

Geneos Wealth Management Inc.: HYEM position timeline

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

Geneos Wealth Management Inc. held 39,568 HYEM 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 39,568 shares
    Change vs previous 13F +841 shares

    0.02% of the 13F portfolio, value $795,722.

    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 38,727 shares
    Change vs previous 13F -5,648 shares

    0.02% of the 13F portfolio, value $764,092.

    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 44,375 shares
    Change vs previous 13F -1,610 shares

    0.02% of the 13F portfolio, value $882,613.

    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 45,985 shares
    Change vs previous 13F -515 shares

    0.02% of the 13F portfolio, value $922,009.

    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 46,500 shares
    Change vs previous 13F -36,216 shares

    0.02% of the 13F portfolio, value $921,640.

    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 82,716 shares
    Change vs previous 13F +41,495 shares

    0.02% of the 13F portfolio, value $1,625,381.

    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 41,221 shares
    Change vs previous 13F +1,179 shares

    0.03% of the 13F portfolio, value $802,568.

    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 40,042 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $796,430.

    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).