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Geneos Wealth Management Inc.: IYH position timeline

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

Geneos Wealth Management Inc. held 5,257 IYH 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 5,257 shares
    Change vs previous 13F -4,498 shares

    0.01% of the 13F portfolio, value $352,294.

    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 9,755 shares
    Change vs previous 13F -562 shares

    0.01% of the 13F portfolio, value $601,284.

    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 10,317 shares
    Change vs previous 13F -2,246 shares

    0.02% of the 13F portfolio, value $671,610.

    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 12,563 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $737,683.

    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 12,559 shares
    Change vs previous 13F -10,663 shares

    0.02% of the 13F portfolio, value $709,355.

    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 23,222 shares
    Change vs previous 13F +14,807 shares

    0.02% of the 13F portfolio, value $1,414,039.

    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 8,415 shares
    Change vs previous 13F +101 shares

    0.02% of the 13F portfolio, value $490,369.

    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 8,314 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $540,423.

    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).