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Geneos Wealth Management Inc.: IEFA position timeline

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

Geneos Wealth Management Inc. held 382,333 IEFA 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 382,333 shares
    Change vs previous 13F +741 shares

    0.75% of the 13F portfolio, value $36,925,730.

    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 381,592 shares
    Change vs previous 13F +134,163 shares

    0.8% of the 13F portfolio, value $34,545,482.

    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 247,429 shares
    Change vs previous 13F +13,410 shares

    0.54% of the 13F portfolio, value $22,134,970.

    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 234,019 shares
    Change vs previous 13F -19,468 shares

    0.52% of the 13F portfolio, value $20,432,188.

    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 253,487 shares
    Change vs previous 13F -273,706 shares

    0.52% of the 13F portfolio, value $21,161,084.

    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 527,193 shares
    Change vs previous 13F +302,233 shares

    0.58% of the 13F portfolio, value $39,882,101.

    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 224,960 shares
    Change vs previous 13F +858 shares

    0.55% of the 13F portfolio, value $15,810,170.

    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 224,102 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $17,491,138.

    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).