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Geneos Wealth Management Inc.: IUSV position timeline

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

Geneos Wealth Management Inc. held 33,883 IUSV 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 33,883 shares
    Change vs previous 13F -3,561 shares

    0.08% of the 13F portfolio, value $3,732,267.

    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 37,444 shares
    Change vs previous 13F +13,136 shares

    0.09% of the 13F portfolio, value $3,828,653.

    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 24,308 shares
    Change vs previous 13F -99 shares

    0.06% of the 13F portfolio, value $2,492,502.

    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 24,407 shares
    Change vs previous 13F +1,165 shares

    0.06% of the 13F portfolio, value $2,439,480.

    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 23,242 shares
    Change vs previous 13F -24,318 shares

    0.05% of the 13F portfolio, value $2,199,390.

    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 47,560 shares
    Change vs previous 13F +26,688 shares

    0.06% of the 13F portfolio, value $4,389,312.

    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 20,872 shares
    Change vs previous 13F -1,364 shares

    0.07% of the 13F portfolio, value $1,932,538.

    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 22,236 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,123,316.

    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).