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Disclosery

Geneos Wealth Management Inc.: IGE position timeline

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

Geneos Wealth Management Inc. held 7,473 IGE 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 7,473 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $419,833.

    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 7,488 shares
    Change vs previous 13F -240 shares

    0.01% of the 13F portfolio, value $471,295.

    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 7,728 shares
    Change vs previous 13F -692 shares

    0.01% of the 13F portfolio, value $387,946.

    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 8,420 shares
    Change vs previous 13F -19,404 shares

    0.01% of the 13F portfolio, value $413,001.

    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 27,824 shares
    Change vs previous 13F -1,067 shares

    0.03% of the 13F portfolio, value $1,231,212.

    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 28,891 shares
    Change vs previous 13F -4,542 shares

    0.02% of the 13F portfolio, value $1,313,674.

    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 33,433 shares
    Change vs previous 13F -374 shares

    0.05% of the 13F portfolio, value $1,428,589.

    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 33,807 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,489,863.

    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).