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Geneos Wealth Management Inc.: IGEB position timeline

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

Geneos Wealth Management Inc. held 36,993 IGEB 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 36,993 shares
    Change vs previous 13F +357 shares

    0.03% of the 13F portfolio, value $1,668,754.

    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 36,636 shares
    Change vs previous 13F -229,190 shares

    0.04% of the 13F portfolio, value $1,650,820.

    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 265,826 shares
    Change vs previous 13F +8,619 shares

    0.3% of the 13F portfolio, value $12,137,603.

    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 257,207 shares
    Change vs previous 13F +3,980 shares

    0.3% of the 13F portfolio, value $11,844,377.

    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 253,227 shares
    Change vs previous 13F -176,735 shares

    0.28% of the 13F portfolio, value $11,506,653.

    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 429,962 shares
    Change vs previous 13F +266,943 shares

    0.28% of the 13F portfolio, value $19,352,550.

    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 163,019 shares
    Change vs previous 13F +47,138 shares

    0.25% of the 13F portfolio, value $7,231,534.

    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 115,881 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,385,001.

    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).