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Geneos Wealth Management Inc.: IXUS position timeline

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

Geneos Wealth Management Inc. held 463,174 IXUS 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 463,174 shares
    Change vs previous 13F +107 shares

    0.9% of the 13F portfolio, value $44,205,351.

    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 463,067 shares
    Change vs previous 13F -12,191 shares

    0.93% of the 13F portfolio, value $40,120,116.

    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 475,258 shares
    Change vs previous 13F -8,255 shares

    0.98% of the 13F portfolio, value $40,225,799.

    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 483,513 shares
    Change vs previous 13F +12,537 shares

    1.01% of the 13F portfolio, value $39,928,521.

    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 470,976 shares
    Change vs previous 13F -352,966 shares

    0.89% of the 13F portfolio, value $36,411,171.

    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 823,942 shares
    Change vs previous 13F +514,450 shares

    0.84% of the 13F portfolio, value $57,519,430.

    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 309,492 shares
    Change vs previous 13F +12,747 shares

    0.72% of the 13F portfolio, value $20,469,812.

    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 296,745 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $21,552,579.

    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).