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Disclosery

Geneos Wealth Management Inc.: IVW position timeline

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

Geneos Wealth Management Inc. held 84,501 IVW 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 84,501 shares
    Change vs previous 13F -6,817 shares

    0.24% of the 13F portfolio, value $11,621,421.

    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 91,318 shares
    Change vs previous 13F -2,428 shares

    0.24% of the 13F portfolio, value $10,329,029.

    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 93,746 shares
    Change vs previous 13F -2,288 shares

    0.28% of the 13F portfolio, value $11,555,075.

    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 96,034 shares
    Change vs previous 13F -1,519 shares

    0.29% of the 13F portfolio, value $11,593,277.

    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 97,553 shares
    Change vs previous 13F -97,566 shares

    0.26% of the 13F portfolio, value $10,740,586.

    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 195,119 shares
    Change vs previous 13F +102,424 shares

    0.27% of the 13F portfolio, value $18,285,847.

    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 92,695 shares
    Change vs previous 13F +227 shares

    0.33% of the 13F portfolio, value $9,411,281.

    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 92,468 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $8,853,847.

    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).