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Geneos Wealth Management Inc.: IEMG position timeline

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

Geneos Wealth Management Inc. held 114,298 IEMG 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 114,298 shares
    Change vs previous 13F -3,514 shares

    0.19% of the 13F portfolio, value $9,468,427.

    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 117,812 shares
    Change vs previous 13F +36,500 shares

    0.19% of the 13F portfolio, value $8,217,379.

    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 81,312 shares
    Change vs previous 13F +5,936 shares

    0.13% of the 13F portfolio, value $5,465,785.

    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 75,376 shares
    Change vs previous 13F -68,695 shares

    0.13% of the 13F portfolio, value $4,968,809.

    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 144,071 shares
    Change vs previous 13F -154,948 shares

    0.21% of the 13F portfolio, value $8,648,599.

    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 299,019 shares
    Change vs previous 13F +213,185 shares

    0.24% of the 13F portfolio, value $16,138,012.

    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 85,834 shares
    Change vs previous 13F -2,852 shares

    0.16% of the 13F portfolio, value $4,482,235.

    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 88,686 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,091,470.

    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).