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Disclosery

Geneos Wealth Management Inc.: IEI position timeline

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

Geneos Wealth Management Inc. held 1,909 IEI 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 1,909 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $224,239.

    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 1,669 shares
    Change vs previous 13F -26,554 shares

    <0.01% of the 13F portfolio, value $197,958.

    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 28,223 shares
    Change vs previous 13F +532 shares

    0.08% of the 13F portfolio, value $3,368,465.

    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 27,691 shares
    Change vs previous 13F +2,355 shares

    0.08% of the 13F portfolio, value $3,309,349.

    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 25,336 shares
    Change vs previous 13F -20,266 shares

    0.07% of the 13F portfolio, value $3,017,308.

    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 45,602 shares
    Change vs previous 13F +25,622 shares

    0.08% of the 13F portfolio, value $5,387,417.

    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 19,980 shares
    Change vs previous 13F +619 shares

    0.08% of the 13F portfolio, value $2,308,676.

    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 19,361 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,315,829.

    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).