Skip to content
Disclosery

Geneos Wealth Management Inc.: IWL position timeline

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

Geneos Wealth Management Inc. held 2,790 IWL 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 2,790 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $516,011.

    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 2,790 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $447,739.

    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 2,790 shares
    Change vs previous 13F -109 shares

    0.01% of the 13F portfolio, value $476,058.

    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 2,899 shares
    Change vs previous 13F +62 shares

    0.01% of the 13F portfolio, value $481,524.

    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 2,837 shares
    Change vs previous 13F -1,133 shares

    0.01% of the 13F portfolio, value $434,401.

    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 3,970 shares
    Change vs previous 13F +2,064 shares

    0.01% of the 13F portfolio, value $545,517.

    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 1,906 shares
    Change vs previous 13F -134 shares

    0.01% of the 13F portfolio, value $275,817.

    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 2,040 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $286,498.

    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).