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Geneos Wealth Management Inc.: IYK position timeline

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

Geneos Wealth Management Inc. held 19,159 IYK 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 19,159 shares
    Change vs previous 13F -925 shares

    0.03% of the 13F portfolio, value $1,392,093.

    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 20,084 shares
    Change vs previous 13F -363 shares

    0.03% of the 13F portfolio, value $1,406,483.

    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 20,447 shares
    Change vs previous 13F -755 shares

    0.03% of the 13F portfolio, value $1,368,313.

    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 21,202 shares
    Change vs previous 13F -248 shares

    0.04% of the 13F portfolio, value $1,450,005.

    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 21,450 shares
    Change vs previous 13F -7,426 shares

    0.04% of the 13F portfolio, value $1,511,796.

    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 28,876 shares
    Change vs previous 13F +20,831 shares

    0.03% of the 13F portfolio, value $2,066,655.

    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 8,045 shares
    Change vs previous 13F +352 shares

    0.02% of the 13F portfolio, value $527,672.

    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 7,693 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $542,895.

    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).