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Geneos Wealth Management Inc.: JPSV position timeline

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

Geneos Wealth Management Inc. held 108,927 JPSV 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 108,927 shares
    Change vs previous 13F -35,008 shares

    0.15% of the 13F portfolio, value $7,517,048.

    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 143,935 shares
    Change vs previous 13F -5,316 shares

    0.2% of the 13F portfolio, value $8,464,814.

    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 149,251 shares
    Change vs previous 13F +10,007 shares

    0.21% of the 13F portfolio, value $8,658,047.

    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 139,244 shares
    Change vs previous 13F +13,400 shares

    0.21% of the 13F portfolio, value $8,169,442.

    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 125,844 shares
    Change vs previous 13F -24,669 shares

    0.17% of the 13F portfolio, value $7,087,531.

    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 150,513 shares
    Change vs previous 13F +104,826 shares

    0.12% of the 13F portfolio, value $8,336,911.

    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 45,687 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,670,404.

    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).