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Disclosery

Geneos Wealth Management Inc.: ITA position timeline

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

Geneos Wealth Management Inc. held 6,086 ITA 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 6,086 shares
    Change vs previous 13F -2,026 shares

    0.03% of the 13F portfolio, value $1,475,277.

    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 8,112 shares
    Change vs previous 13F -17,341 shares

    0.04% of the 13F portfolio, value $1,774,446.

    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 25,453 shares
    Change vs previous 13F -442 shares

    0.13% of the 13F portfolio, value $5,464,518.

    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 25,895 shares
    Change vs previous 13F -431 shares

    0.14% of the 13F portfolio, value $5,418,801.

    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 26,326 shares
    Change vs previous 13F -29,254 shares

    0.12% of the 13F portfolio, value $4,966,194.

    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 55,580 shares
    Change vs previous 13F +50,013 shares

    0.12% of the 13F portfolio, value $8,509,308.

    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 5,567 shares
    Change vs previous 13F -18,810 shares

    0.03% of the 13F portfolio, value $809,234.

    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 24,377 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,647,801.

    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).