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Disclosery

Geneos Wealth Management Inc.: INDA position timeline

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

Geneos Wealth Management Inc. held 10,199 INDA 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 10,199 shares
    Change vs previous 13F -4,415 shares

    0.01% of the 13F portfolio, value $503,729.

    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 14,614 shares
    Change vs previous 13F -536 shares

    0.02% of the 13F portfolio, value $684,520.

    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 15,150 shares
    Change vs previous 13F -2,200 shares

    0.02% of the 13F portfolio, value $818,858.

    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 17,350 shares
    Change vs previous 13F -30,709 shares

    0.02% of the 13F portfolio, value $903,241.

    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 48,059 shares
    Change vs previous 13F -327 shares

    0.07% of the 13F portfolio, value $2,675,925.

    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 48,386 shares
    Change vs previous 13F +20,086 shares

    0.04% of the 13F portfolio, value $2,495,338.

    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 28,300 shares
    Change vs previous 13F -3,254 shares

    0.05% of the 13F portfolio, value $1,489,712.

    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 31,554 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,846,856.

    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).