Skip to content
Disclosery

Geneos Wealth Management Inc.: IXN position timeline

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

Geneos Wealth Management Inc. held 18,332 IXN 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 18,332 shares
    Change vs previous 13F -260 shares

    0.05% of the 13F portfolio, value $2,648,622.

    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 18,592 shares
    Change vs previous 13F +651 shares

    0.04% of the 13F portfolio, value $1,858,666.

    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 17,941 shares
    Change vs previous 13F +11 shares

    0.05% of the 13F portfolio, value $1,883,830.

    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 17,930 shares
    Change vs previous 13F +181 shares

    0.05% of the 13F portfolio, value $1,850,555.

    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 17,749 shares
    Change vs previous 13F -10,520 shares

    0.04% of the 13F portfolio, value $1,638,943.

    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 28,269 shares
    Change vs previous 13F +16,270 shares

    0.03% of the 13F portfolio, value $2,141,094.

    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 11,999 shares
    Change vs previous 13F -1,315 shares

    0.04% of the 13F portfolio, value $1,016,915.

    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 13,314 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,098,804.

    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).