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Disclosery

Geneos Wealth Management Inc.: IGSB position timeline

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

Geneos Wealth Management Inc. held 16,799 IGSB 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 16,799 shares
    Change vs previous 13F -324 shares

    0.02% of the 13F portfolio, value $880,411.

    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 17,123 shares
    Change vs previous 13F +1,008 shares

    0.02% of the 13F portfolio, value $900,004.

    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 16,115 shares
    Change vs previous 13F +213 shares

    0.02% of the 13F portfolio, value $852,162.

    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 15,902 shares
    Change vs previous 13F -2,674 shares

    0.02% of the 13F portfolio, value $843,291.

    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 18,576 shares
    Change vs previous 13F -42,214 shares

    0.02% of the 13F portfolio, value $980,052.

    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 60,790 shares
    Change vs previous 13F +39,275 shares

    0.05% of the 13F portfolio, value $3,183,567.

    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 21,515 shares
    Change vs previous 13F -5,207 shares

    0.04% of the 13F portfolio, value $1,112,351.

    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 26,722 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,407,193.

    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).