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Disclosery

Geneos Wealth Management Inc.: IAU position timeline

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

Geneos Wealth Management Inc. held 40,611 IAU 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 40,611 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $3,066,537.

    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 40,622 shares
    Change vs previous 13F -21,421 shares

    0.08% of the 13F portfolio, value $3,581,236.

    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 62,043 shares
    Change vs previous 13F +2,158 shares

    0.12% of the 13F portfolio, value $5,036,030.

    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 59,885 shares
    Change vs previous 13F +271 shares

    0.11% of the 13F portfolio, value $4,357,831.

    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 59,614 shares
    Change vs previous 13F -59,950 shares

    0.09% of the 13F portfolio, value $3,717,529.

    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 119,564 shares
    Change vs previous 13F +63,219 shares

    0.1% of the 13F portfolio, value $7,049,494.

    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 56,345 shares
    Change vs previous 13F -1,232 shares

    0.1% of the 13F portfolio, value $2,789,641.

    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 57,577 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,861,577.

    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).