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Disclosery

Geneos Wealth Management Inc.: IWV position timeline

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

Geneos Wealth Management Inc. held 167,834 IWV 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 167,834 shares
    Change vs previous 13F -2,694 shares

    1.46% of the 13F portfolio, value $71,564,475.

    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 170,528 shares
    Change vs previous 13F +13,647 shares

    1.47% of the 13F portfolio, value $63,211,322.

    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 156,881 shares
    Change vs previous 13F +22,437 shares

    1.48% of the 13F portfolio, value $60,689,369.

    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 134,444 shares
    Change vs previous 13F +3,799 shares

    1.29% of the 13F portfolio, value $50,946,163.

    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 130,645 shares
    Change vs previous 13F -97,276 shares

    1.12% of the 13F portfolio, value $45,856,314.

    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 227,921 shares
    Change vs previous 13F +121,954 shares

    1.06% of the 13F portfolio, value $72,396,775.

    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 105,967 shares
    Change vs previous 13F +915 shares

    1.24% of the 13F portfolio, value $35,419,364.

    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 105,052 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $34,323,540.

    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).