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Disclosery

Geneos Wealth Management Inc.: IWO position timeline

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

Geneos Wealth Management Inc. held 7,786 IWO 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 7,786 shares
    Change vs previous 13F -1,511 shares

    0.06% of the 13F portfolio, value $3,067,318.

    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 9,297 shares
    Change vs previous 13F +154 shares

    0.07% of the 13F portfolio, value $2,917,645.

    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 9,143 shares
    Change vs previous 13F +1,530 shares

    0.07% of the 13F portfolio, value $2,953,426.

    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 7,613 shares
    Change vs previous 13F -901 shares

    0.06% of the 13F portfolio, value $2,436,582.

    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 8,514 shares
    Change vs previous 13F -9,120 shares

    0.06% of the 13F portfolio, value $2,433,758.

    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 17,634 shares
    Change vs previous 13F +9,421 shares

    0.07% of the 13F portfolio, value $4,506,091.

    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 8,213 shares
    Change vs previous 13F -43 shares

    0.08% of the 13F portfolio, value $2,363,830.

    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 8,256 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,344,676.

    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).