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Geneos Wealth Management Inc.: IYW position timeline

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

Geneos Wealth Management Inc. held 23,080 IYW 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 23,080 shares
    Change vs previous 13F +97 shares

    0.12% of the 13F portfolio, value $5,821,343.

    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 22,983 shares
    Change vs previous 13F +593 shares

    0.1% of the 13F portfolio, value $4,169,649.

    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 22,390 shares
    Change vs previous 13F -196 shares

    0.11% of the 13F portfolio, value $4,470,899.

    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 22,586 shares
    Change vs previous 13F +85 shares

    0.11% of the 13F portfolio, value $4,423,754.

    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 22,501 shares
    Change vs previous 13F -10,818 shares

    0.1% of the 13F portfolio, value $3,898,798.

    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 33,319 shares
    Change vs previous 13F +23,207 shares

    0.07% of the 13F portfolio, value $4,679,395.

    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 10,112 shares
    Change vs previous 13F +119 shares

    0.06% of the 13F portfolio, value $1,613,104.

    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 9,993 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,515,172.

    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).