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Disclosery

Geneos Wealth Management Inc.: IQV position timeline

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

Geneos Wealth Management Inc. held 7,132 IQV 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 7,132 shares
    Change vs previous 13F -295 shares

    0.03% of the 13F portfolio, value $1,378,045.

    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 7,427 shares
    Change vs previous 13F -424 shares

    0.03% of the 13F portfolio, value $1,266,601.

    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 7,851 shares
    Change vs previous 13F -1,250 shares

    0.04% of the 13F portfolio, value $1,769,694.

    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 9,101 shares
    Change vs previous 13F -510 shares

    0.04% of the 13F portfolio, value $1,728,644.

    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 9,611 shares
    Change vs previous 13F -8,784 shares

    0.04% of the 13F portfolio, value $1,514,597.

    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 18,395 shares
    Change vs previous 13F +10,171 shares

    0.05% of the 13F portfolio, value $3,243,039.

    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 8,224 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $1,616,098.

    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 8,211 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,945,761.

    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).