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Disclosery

Geneos Wealth Management Inc.: NVS position timeline

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

Geneos Wealth Management Inc. held 11,132 NVS 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 11,132 shares
    Change vs previous 13F -38,857 shares

    0.04% of the 13F portfolio, value $1,744,601.

    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 49,989 shares
    Change vs previous 13F -14,852 shares

    0.18% of the 13F portfolio, value $7,635,762.

    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 64,841 shares
    Change vs previous 13F +81 shares

    0.22% of the 13F portfolio, value $8,939,575.

    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 64,760 shares
    Change vs previous 13F +14,032 shares

    0.21% of the 13F portfolio, value $8,304,772.

    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 50,728 shares
    Change vs previous 13F -36,344 shares

    0.15% of the 13F portfolio, value $6,138,553.

    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 87,072 shares
    Change vs previous 13F +56,916 shares

    0.14% of the 13F portfolio, value $9,706,758.

    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 30,156 shares
    Change vs previous 13F +1,058 shares

    0.1% of the 13F portfolio, value $2,934,493.

    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 29,098 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,346,866.

    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).