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Geneos Wealth Management Inc.: IUS position timeline

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

Geneos Wealth Management Inc. held 103,084 IUS 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 103,084 shares
    Change vs previous 13F +77 shares

    0.14% of the 13F portfolio, value $6,760,249.

    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 103,007 shares
    Change vs previous 13F -5,083 shares

    0.14% of the 13F portfolio, value $5,965,135.

    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 108,090 shares
    Change vs previous 13F +2,612 shares

    0.15% of the 13F portfolio, value $6,178,424.

    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 105,478 shares
    Change vs previous 13F +12,796 shares

    0.15% of the 13F portfolio, value $5,823,440.

    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 92,682 shares
    Change vs previous 13F -77,996 shares

    0.12% of the 13F portfolio, value $4,773,123.

    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 170,678 shares
    Change vs previous 13F +90,705 shares

    0.12% of the 13F portfolio, value $8,424,666.

    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 79,973 shares
    Change vs previous 13F +851 shares

    0.14% of the 13F portfolio, value $3,972,259.

    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 79,122 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,979,837.

    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).