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Disclosery

Geneos Wealth Management Inc.: IWN position timeline

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

Geneos Wealth Management Inc. held 22,635 IWN 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 22,635 shares
    Change vs previous 13F +2,232 shares

    0.1% of the 13F portfolio, value $5,006,853.

    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 20,403 shares
    Change vs previous 13F +2,340 shares

    0.09% of the 13F portfolio, value $3,868,175.

    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 18,063 shares
    Change vs previous 13F +1,196 shares

    0.08% of the 13F portfolio, value $3,273,176.

    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 16,867 shares
    Change vs previous 13F -2,319 shares

    0.08% of the 13F portfolio, value $2,982,243.

    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 19,186 shares
    Change vs previous 13F -19,879 shares

    0.07% of the 13F portfolio, value $3,026,783.

    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 39,065 shares
    Change vs previous 13F +21,895 shares

    0.09% of the 13F portfolio, value $5,898,048.

    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 17,170 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $2,818,853.

    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 17,162 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,863,044.

    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).