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Geneos Wealth Management Inc.: ICLN position timeline

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

Geneos Wealth Management Inc. held 37,315 ICLN 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 37,315 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $764,584.

    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 37,465 shares
    Change vs previous 13F +150 shares

    0.02% of the 13F portfolio, value $685,235.

    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 37,315 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $613,085.

    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 37,315 shares
    Change vs previous 13F -2,174 shares

    0.01% of the 13F portfolio, value $577,636.

    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 39,489 shares
    Change vs previous 13F -5,156 shares

    0.01% of the 13F portfolio, value $517,701.

    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 44,645 shares
    Change vs previous 13F +22,582 shares

    0.01% of the 13F portfolio, value $509,846.

    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 22,063 shares
    Change vs previous 13F -3,128 shares

    0.01% of the 13F portfolio, value $251,077.

    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 25,191 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $370,056.

    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).