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Disclosery

Geneos Wealth Management Inc.: IWD position timeline

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

Geneos Wealth Management Inc. held 9,499 IWD 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 9,499 shares
    Change vs previous 13F +199 shares

    0.05% of the 13F portfolio, value $2,302,936.

    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 9,300 shares
    Change vs previous 13F +36 shares

    0.05% of the 13F portfolio, value $1,987,191.

    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 9,264 shares
    Change vs previous 13F +26 shares

    0.05% of the 13F portfolio, value $1,948,525.

    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 9,238 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $1,880,746.

    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 9,229 shares
    Change vs previous 13F -7,775 shares

    0.04% of the 13F portfolio, value $1,792,458.

    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 17,004 shares
    Change vs previous 13F +10,969 shares

    0.05% of the 13F portfolio, value $3,199,425.

    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 6,035 shares
    Change vs previous 13F -279 shares

    0.04% of the 13F portfolio, value $1,117,210.

    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 6,314 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,198,400.

    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).