Skip to content
Disclosery

Geneos Wealth Management Inc.: IYF position timeline

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

Geneos Wealth Management Inc. held 24,093 IYF 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 24,093 shares
    Change vs previous 13F +103 shares

    0.06% of the 13F portfolio, value $3,072,100.

    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 23,990 shares
    Change vs previous 13F +46 shares

    0.07% of the 13F portfolio, value $2,822,680.

    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 23,944 shares
    Change vs previous 13F +749 shares

    0.08% of the 13F portfolio, value $3,087,054.

    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 23,195 shares
    Change vs previous 13F -248 shares

    0.07% of the 13F portfolio, value $2,937,446.

    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 23,443 shares
    Change vs previous 13F -9 shares

    0.07% of the 13F portfolio, value $2,836,398.

    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 23,452 shares
    Change vs previous 13F -912 shares

    0.04% of the 13F portfolio, value $2,646,586.

    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 24,364 shares
    Change vs previous 13F -34 shares

    0.09% of the 13F portfolio, value $2,694,121.

    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 24,398 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,534,955.

    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).