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Disclosery

Geneos Wealth Management Inc.: IRT position timeline

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

Geneos Wealth Management Inc. held 20,329 IRT 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 20,329 shares
    Change vs previous 13F -5,531 shares

    0.01% of the 13F portfolio, value $339,291.

    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 25,860 shares
    Change vs previous 13F -4,215 shares

    0.01% of the 13F portfolio, value $385,055.

    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 30,075 shares
    Change vs previous 13F -4,247 shares

    0.01% of the 13F portfolio, value $525,711.

    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 34,322 shares
    Change vs previous 13F +1,353 shares

    0.01% of the 13F portfolio, value $562,538.

    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 32,969 shares
    Change vs previous 13F -25,746 shares

    0.01% of the 13F portfolio, value $583,222.

    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 58,715 shares
    Change vs previous 13F +33,021 shares

    0.02% of the 13F portfolio, value $1,246,520.

    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 25,694 shares
    Change vs previous 13F -3,027 shares

    0.02% of the 13F portfolio, value $509,769.

    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 28,721 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $588,781.

    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).