Geneos Wealth Management Inc.: IBRX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on IBRX, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 5,754 IBRX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 5,754 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $50,401.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,754 sharesChange vs previous 13F +4,907 shares
<0.01% of the 13F portfolio, value $44,133.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 847 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $1,677.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 847 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $2,084.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 847 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $2,236.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 847 sharesChange vs previous 13F -1,000 shares
<0.01% of the 13F portfolio, value $2,549.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,847 sharesChange vs previous 13F +1,000 shares
<0.01% of the 13F portfolio, value $4,728.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 847 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $3,151.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).