Skip to content
Disclosery

Geneos Wealth Management Inc.: IWR position timeline

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

Geneos Wealth Management Inc. held 31,816 IWR 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 31,816 shares
    Change vs previous 13F -325 shares

    0.07% of the 13F portfolio, value $3,509,944.

    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 32,141 shares
    Change vs previous 13F -193 shares

    0.07% of the 13F portfolio, value $3,125,082.

    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 32,334 shares
    Change vs previous 13F +75 shares

    0.08% of the 13F portfolio, value $3,112,815.

    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 32,259 shares
    Change vs previous 13F -6,427 shares

    0.08% of the 13F portfolio, value $3,114,638.

    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 38,686 shares
    Change vs previous 13F -26,902 shares

    0.09% of the 13F portfolio, value $3,557,910.

    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 65,588 shares
    Change vs previous 13F +34,997 shares

    0.08% of the 13F portfolio, value $5,579,549.

    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 30,591 shares
    Change vs previous 13F +407 shares

    0.09% of the 13F portfolio, value $2,704,284.

    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 30,184 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,660,417.

    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).