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Disclosery

Geneos Wealth Management Inc.: IWS position timeline

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

Geneos Wealth Management Inc. held 17,444 IWS 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 17,444 shares
    Change vs previous 13F -160 shares

    0.06% of the 13F portfolio, value $2,871,201.

    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 17,604 shares
    Change vs previous 13F -93 shares

    0.06% of the 13F portfolio, value $2,565,626.

    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 17,697 shares
    Change vs previous 13F -930 shares

    0.06% of the 13F portfolio, value $2,496,125.

    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 18,627 shares
    Change vs previous 13F -2,766 shares

    0.07% of the 13F portfolio, value $2,601,590.

    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 21,393 shares
    Change vs previous 13F -18,096 shares

    0.07% of the 13F portfolio, value $2,826,859.

    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 39,489 shares
    Change vs previous 13F +19,897 shares

    0.08% of the 13F portfolio, value $5,666,006.

    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 19,592 shares
    Change vs previous 13F +121 shares

    0.09% of the 13F portfolio, value $2,533,989.

    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 19,471 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,575,003.

    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).