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Disclosery

Geneos Wealth Management Inc.: IWP position timeline

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

Geneos Wealth Management Inc. held 16,597 IWP 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 16,597 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $2,429,948.

    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 16,597 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $2,126,368.

    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 16,597 shares
    Change vs previous 13F -2,631 shares

    0.06% of the 13F portfolio, value $2,272,742.

    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 19,228 shares
    Change vs previous 13F +1,410 shares

    0.07% of the 13F portfolio, value $2,738,324.

    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 17,818 shares
    Change vs previous 13F -15,055 shares

    0.06% of the 13F portfolio, value $2,471,043.

    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 32,873 shares
    Change vs previous 13F +16,520 shares

    0.06% of the 13F portfolio, value $3,865,978.

    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 16,353 shares
    Change vs previous 13F -185 shares

    0.07% of the 13F portfolio, value $2,072,745.

    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 16,538 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,939,726.

    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).