Geneos Wealth Management Inc.: LVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on LVS, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 511 LVS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 511 sharesChange vs previous 13F -375 shares
<0.01% of the 13F portfolio, value $23,603.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 886 sharesChange vs previous 13F +375 shares
<0.01% of the 13F portfolio, value $47,738.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 511 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $33,261.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 511 sharesChange vs previous 13F -39 shares
<0.01% of the 13F portfolio, value $27,487.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 550 sharesChange vs previous 13F -511 shares
<0.01% of the 13F portfolio, value $23,931.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 1,061 sharesChange vs previous 13F -328 shares
<0.01% of the 13F portfolio, value $44,000.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,389 sharesChange vs previous 13F +389 shares
<0.01% of the 13F portfolio, value $71,339.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,000 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $50,340.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).