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Disclosery

Geneos Wealth Management Inc.: IUSB position timeline

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

Geneos Wealth Management Inc. held 65,463 IUSB 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 65,463 shares
    Change vs previous 13F +15,688 shares

    0.06% of the 13F portfolio, value $3,021,123.

    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 49,775 shares
    Change vs previous 13F +5,010 shares

    0.05% of the 13F portfolio, value $2,299,115.

    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 44,765 shares
    Change vs previous 13F +3,772 shares

    0.05% of the 13F portfolio, value $2,083,377.

    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 40,993 shares
    Change vs previous 13F +827 shares

    0.05% of the 13F portfolio, value $1,914,794.

    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 40,166 shares
    Change vs previous 13F -61,841 shares

    0.05% of the 13F portfolio, value $1,856,864.

    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 102,007 shares
    Change vs previous 13F +61,187 shares

    0.07% of the 13F portfolio, value $4,700,464.

    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 40,820 shares
    Change vs previous 13F -1,376 shares

    0.06% of the 13F portfolio, value $1,845,050.

    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 42,196 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,988,294.

    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).