Geneos Wealth Management Inc.: ILCG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on ILCG, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 21,811 ILCG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 21,811 sharesChange vs previous 13F +6,747 shares
0.05% of the 13F portfolio, value $2,552,325.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,064 sharesChange vs previous 13F -86 shares
0.03% of the 13F portfolio, value $1,438,270.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,150 sharesChange vs previous 13F +914 shares
0.04% of the 13F portfolio, value $1,576,162.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,236 sharesChange vs previous 13F +36 shares
0.04% of the 13F portfolio, value $1,484,778.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,200 sharesChange vs previous 13F -11,347 shares
0.03% of the 13F portfolio, value $1,375,964.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 25,547 sharesChange vs previous 13F +12,692 shares
0.03% of the 13F portfolio, value $2,069,075.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,855 sharesChange vs previous 13F +40 shares
0.04% of the 13F portfolio, value $1,151,808.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,815 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,076,993.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).