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Geneos Wealth Management Inc.: IWM position timeline

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

Geneos Wealth Management Inc. held 35,707 IWM 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 35,707 shares
    Change vs previous 13F +998 shares

    0.22% of the 13F portfolio, value $10,728,198.

    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 34,709 shares
    Change vs previous 13F -6,545 shares

    0.2% of the 13F portfolio, value $8,607,864.

    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 41,254 shares
    Change vs previous 13F +1,987 shares

    0.25% of the 13F portfolio, value $10,155,078.

    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 39,267 shares
    Change vs previous 13F +4,309 shares

    0.24% of the 13F portfolio, value $9,500,975.

    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 34,958 shares
    Change vs previous 13F -27,442 shares

    0.18% of the 13F portfolio, value $7,543,588.

    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 62,400 shares
    Change vs previous 13F +32,748 shares

    0.18% of the 13F portfolio, value $12,448,178.

    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 29,652 shares
    Change vs previous 13F +250 shares

    0.23% of the 13F portfolio, value $6,551,841.

    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 29,402 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,494,703.

    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).