Skip to content
Disclosery

Geneos Wealth Management Inc.: IHI position timeline

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

Geneos Wealth Management Inc. held 30,612 IHI 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 30,612 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,512,539.

    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 30,612 shares
    Change vs previous 13F -40,632 shares

    0.04% of the 13F portfolio, value $1,633,150.

    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 71,244 shares
    Change vs previous 13F -1,026 shares

    0.11% of the 13F portfolio, value $4,427,815.

    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 72,270 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $4,341,982.

    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 72,270 shares
    Change vs previous 13F -55,638 shares

    0.11% of the 13F portfolio, value $4,526,993.

    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 127,908 shares
    Change vs previous 13F +72,402 shares

    0.11% of the 13F portfolio, value $7,698,782.

    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 55,506 shares
    Change vs previous 13F -12 shares

    0.11% of the 13F portfolio, value $3,238,775.

    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 55,518 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,287,776.

    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).