Skip to content
Disclosery

Geneos Wealth Management Inc.: IJR position timeline

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

Geneos Wealth Management Inc. held 46,677 IJR 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 46,677 shares
    Change vs previous 13F -9,020 shares

    0.14% of the 13F portfolio, value $6,922,674.

    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 55,697 shares
    Change vs previous 13F -21,299 shares

    0.16% of the 13F portfolio, value $6,923,670.

    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 76,996 shares
    Change vs previous 13F +5,814 shares

    0.23% of the 13F portfolio, value $9,253,349.

    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 71,182 shares
    Change vs previous 13F -1,502 shares

    0.21% of the 13F portfolio, value $8,458,587.

    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 72,684 shares
    Change vs previous 13F -63,360 shares

    0.19% of the 13F portfolio, value $7,943,686.

    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 136,044 shares
    Change vs previous 13F +76,372 shares

    0.21% of the 13F portfolio, value $14,241,061.

    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 59,672 shares
    Change vs previous 13F -3,413 shares

    0.24% of the 13F portfolio, value $6,875,415.

    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 63,085 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,378,405.

    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).