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Disclosery

Geneos Wealth Management Inc.: IBM position timeline

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

Geneos Wealth Management Inc. held 14,119 IBM 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 14,119 shares
    Change vs previous 13F -7,953 shares

    0.08% of the 13F portfolio, value $3,970,358.

    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 22,072 shares
    Change vs previous 13F -589 shares

    0.12% of the 13F portfolio, value $5,350,074.

    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 22,661 shares
    Change vs previous 13F +209 shares

    0.16% of the 13F portfolio, value $6,712,416.

    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 22,452 shares
    Change vs previous 13F -3,347 shares

    0.16% of the 13F portfolio, value $6,335,118.

    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 25,799 shares
    Change vs previous 13F -7,605 shares

    0.19% of the 13F portfolio, value $7,604,921.

    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 33,404 shares
    Change vs previous 13F +21,097 shares

    0.12% of the 13F portfolio, value $8,306,108.

    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 12,307 shares
    Change vs previous 13F -181 shares

    0.09% of the 13F portfolio, value $2,705,352.

    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 12,488 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,760,872.

    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).