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Geneos Wealth Management Inc.: ISTB position timeline

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

Geneos Wealth Management Inc. held 612,142 ISTB 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 612,142 shares
    Change vs previous 13F +30,962 shares

    0.6% of the 13F portfolio, value $29,535,839.

    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 581,180 shares
    Change vs previous 13F +36,345 shares

    0.65% of the 13F portfolio, value $28,163,996.

    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 544,835 shares
    Change vs previous 13F +31,799 shares

    0.65% of the 13F portfolio, value $26,560,727.

    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 513,036 shares
    Change vs previous 13F +10,275 shares

    0.64% of the 13F portfolio, value $25,056,658.

    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 502,761 shares
    Change vs previous 13F -480,302 shares

    0.6% of the 13F portfolio, value $24,459,299.

    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 983,063 shares
    Change vs previous 13F +492,900 shares

    0.7% of the 13F portfolio, value $47,537,108.

    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 490,163 shares
    Change vs previous 13F -12,769 shares

    0.82% of the 13F portfolio, value $23,415,098.

    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 502,932 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $24,482,746.

    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).