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Disclosery

Geneos Wealth Management Inc.: IJT position timeline

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

Geneos Wealth Management Inc. held 3,795 IJT 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 3,795 shares
    Change vs previous 13F +834 shares

    0.01% of the 13F portfolio, value $677,787.

    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 2,961 shares
    Change vs previous 13F +478 shares

    0.01% of the 13F portfolio, value $428,486.

    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 2,483 shares
    Change vs previous 13F -94 shares

    0.01% of the 13F portfolio, value $350,500.

    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 2,577 shares
    Change vs previous 13F -13,001 shares

    0.01% of the 13F portfolio, value $364,646.

    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 15,578 shares
    Change vs previous 13F -15,089 shares

    0.05% of the 13F portfolio, value $2,072,497.

    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 30,667 shares
    Change vs previous 13F +28,361 shares

    0.06% of the 13F portfolio, value $3,818,042.

    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 2,306 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $312,163.

    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 2,326 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $324,454.

    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).