Geneos Wealth Management Inc.: IXC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on IXC, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 10,639 IXC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 10,639 sharesChange vs previous 13F -1,825 shares
0.01% of the 13F portfolio, value $522,694.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,464 sharesChange vs previous 13F -1,037 shares
0.02% of the 13F portfolio, value $718,051.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,501 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $566,097.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,501 sharesChange vs previous 13F -487 shares
0.01% of the 13F portfolio, value $563,667.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,988 sharesChange vs previous 13F -11,322 shares
0.01% of the 13F portfolio, value $549,589.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 25,310 sharesChange vs previous 13F +12,701 shares
0.02% of the 13F portfolio, value $1,121,250.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,609 sharesChange vs previous 13F +63 shares
0.02% of the 13F portfolio, value $481,412.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,546 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $507,862.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).