Skip to content
Disclosery

Geneos Wealth Management Inc.: IVV position timeline

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

Geneos Wealth Management Inc. held 215,810 IVV 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 215,810 shares
    Change vs previous 13F +8,310 shares

    3.3% of the 13F portfolio, value $161,617,848.

    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 207,500 shares
    Change vs previous 13F +10,454 shares

    3.14% of the 13F portfolio, value $135,541,008.

    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 197,046 shares
    Change vs previous 13F -684 shares

    3.3% of the 13F portfolio, value $134,964,902.

    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 197,730 shares
    Change vs previous 13F +259 shares

    3.36% of the 13F portfolio, value $132,340,901.

    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 197,471 shares
    Change vs previous 13F -174,402 shares

    3% of the 13F portfolio, value $122,609,621.

    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 371,873 shares
    Change vs previous 13F +228,853 shares

    3.06% of the 13F portfolio, value $208,955,433.

    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 143,020 shares
    Change vs previous 13F +4,289 shares

    2.95% of the 13F portfolio, value $84,193,293.

    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 138,731 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $80,022,889.

    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).