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Geneos Wealth Management Inc.: IUSG position timeline

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

Geneos Wealth Management Inc. held 5,585 IUSG 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 5,585 shares
    Change vs previous 13F -326 shares

    0.02% of the 13F portfolio, value $1,050,518.

    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 5,911 shares
    Change vs previous 13F +260 shares

    0.02% of the 13F portfolio, value $916,885.

    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 5,651 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $949,048.

    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 5,751 shares
    Change vs previous 13F +725 shares

    0.02% of the 13F portfolio, value $946,270.

    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 5,026 shares
    Change vs previous 13F -4,537 shares

    0.02% of the 13F portfolio, value $755,910.

    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 9,563 shares
    Change vs previous 13F +5,573 shares

    0.02% of the 13F portfolio, value $1,215,266.

    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 3,990 shares
    Change vs previous 13F -47 shares

    0.02% of the 13F portfolio, value $556,007.

    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 4,037 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $532,521.

    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).