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Geneos Wealth Management Inc.: IMCV position timeline

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

Geneos Wealth Management Inc. held 6,436 IMCV 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 6,436 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $588,107.

    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 6,416 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $543,974.

    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 6,397 shares
    Change vs previous 13F +985 shares

    0.01% of the 13F portfolio, value $526,726.

    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 5,412 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $434,877.

    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 5,394 shares
    Change vs previous 13F -2,696 shares

    0.01% of the 13F portfolio, value $409,857.

    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 8,090 shares
    Change vs previous 13F +5,403 shares

    0.01% of the 13F portfolio, value $600,239.

    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 2,687 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $199,554.

    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 2,675 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,037.

    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).