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Disclosery

Geneos Wealth Management Inc.: HYG position timeline

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

Geneos Wealth Management Inc. held 34,966 HYG 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 34,966 shares
    Change vs previous 13F +348 shares

    0.06% of the 13F portfolio, value $2,796,202.

    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 34,618 shares
    Change vs previous 13F +26,820 shares

    0.06% of the 13F portfolio, value $2,754,217.

    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 7,798 shares
    Change vs previous 13F +225 shares

    0.02% of the 13F portfolio, value $628,741.

    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 7,573 shares
    Change vs previous 13F -5,084 shares

    0.02% of the 13F portfolio, value $614,822.

    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 12,657 shares
    Change vs previous 13F -9,453 shares

    0.02% of the 13F portfolio, value $1,020,796.

    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 22,110 shares
    Change vs previous 13F +8,253 shares

    0.04% of the 13F portfolio, value $2,540,724.

    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 13,857 shares
    Change vs previous 13F +425 shares

    0.04% of the 13F portfolio, value $1,089,880.

    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 13,432 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,078,578.

    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).