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Disclosery

Geneos Wealth Management Inc.: IOO position timeline

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

Geneos Wealth Management Inc. held 10,188 IOO 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 10,188 shares
    Change vs previous 13F +863 shares

    0.03% of the 13F portfolio, value $1,391,681.

    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 9,325 shares
    Change vs previous 13F -3,025 shares

    0.03% of the 13F portfolio, value $1,128,045.

    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 12,350 shares
    Change vs previous 13F -230 shares

    0.04% of the 13F portfolio, value $1,564,375.

    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 12,580 shares
    Change vs previous 13F +1,805 shares

    0.04% of the 13F portfolio, value $1,509,726.

    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 10,775 shares
    Change vs previous 13F -3,095 shares

    0.03% of the 13F portfolio, value $1,161,653.

    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 13,870 shares
    Change vs previous 13F +7,690 shares

    0.02% of the 13F portfolio, value $1,335,543.

    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 6,180 shares
    Change vs previous 13F +400 shares

    0.02% of the 13F portfolio, value $622,759.

    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 5,780 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $573,145.

    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).