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Disclosery

Geneos Wealth Management Inc.: IVE position timeline

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

Geneos Wealth Management Inc. held 42,969 IVE 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 42,969 shares
    Change vs previous 13F -1,005 shares

    0.2% of the 13F portfolio, value $9,756,459.

    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 43,974 shares
    Change vs previous 13F -131 shares

    0.22% of the 13F portfolio, value $9,285,035.

    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 44,105 shares
    Change vs previous 13F +434 shares

    0.23% of the 13F portfolio, value $9,353,397.

    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 43,671 shares
    Change vs previous 13F +225 shares

    0.23% of the 13F portfolio, value $9,018,505.

    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 43,446 shares
    Change vs previous 13F -44,201 shares

    0.21% of the 13F portfolio, value $8,490,249.

    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 87,647 shares
    Change vs previous 13F +45,033 shares

    0.25% of the 13F portfolio, value $16,737,085.

    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 42,614 shares
    Change vs previous 13F +350 shares

    0.28% of the 13F portfolio, value $8,134,173.

    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 42,264 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,333,225.

    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).