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Disclosery

Geneos Wealth Management Inc.: IVT position timeline

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

Geneos Wealth Management Inc. held 13,712 IVT 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 13,712 shares
    Change vs previous 13F -1,118 shares

    0.01% of the 13F portfolio, value $485,405.

    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 14,830 shares
    Change vs previous 13F -1,255 shares

    0.01% of the 13F portfolio, value $451,722.

    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 16,085 shares
    Change vs previous 13F -8,095 shares

    0.01% of the 13F portfolio, value $453,758.

    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 24,180 shares
    Change vs previous 13F +1,894 shares

    0.02% of the 13F portfolio, value $692,045.

    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 22,286 shares
    Change vs previous 13F -16,961 shares

    0.01% of the 13F portfolio, value $610,650.

    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 39,247 shares
    Change vs previous 13F +21,831 shares

    0.02% of the 13F portfolio, value $1,160,460.

    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 17,416 shares
    Change vs previous 13F +1,910 shares

    0.02% of the 13F portfolio, value $524,738.

    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 15,506 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $439,896.

    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).