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Geneos Wealth Management Inc.: ITOT position timeline

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

Geneos Wealth Management Inc. held 703,221 ITOT 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 703,221 shares
    Change vs previous 13F -28,163 shares

    2.36% of the 13F portfolio, value $115,518,162.

    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 731,384 shares
    Change vs previous 13F +368,506 shares

    2.42% of the 13F portfolio, value $104,171,009.

    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 362,878 shares
    Change vs previous 13F +5,808 shares

    1.32% of the 13F portfolio, value $53,956,260.

    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 357,070 shares
    Change vs previous 13F -6,916 shares

    1.32% of the 13F portfolio, value $52,007,266.

    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 363,986 shares
    Change vs previous 13F -397,725 shares

    1.2% of the 13F portfolio, value $49,152,617.

    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 761,711 shares
    Change vs previous 13F +404,589 shares

    1.36% of the 13F portfolio, value $92,997,343.

    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 357,122 shares
    Change vs previous 13F -6,305 shares

    1.61% of the 13F portfolio, value $45,932,994.

    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 363,427 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $45,653,665.

    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).