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Disclosery

Geneos Wealth Management Inc.: PHYS position timeline

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

Geneos Wealth Management Inc. held 186,947 PHYS 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 186,947 shares
    Change vs previous 13F +6,471 shares

    0.12% of the 13F portfolio, value $5,640,191.

    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 180,476 shares
    Change vs previous 13F -17,573 shares

    0.15% of the 13F portfolio, value $6,396,069.

    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 198,049 shares
    Change vs previous 13F -11,052 shares

    0.16% of the 13F portfolio, value $6,539,578.

    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 209,101 shares
    Change vs previous 13F -12,070 shares

    0.16% of the 13F portfolio, value $6,193,572.

    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 221,171 shares
    Change vs previous 13F -293,158 shares

    0.14% of the 13F portfolio, value $5,606,685.

    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 514,329 shares
    Change vs previous 13F +268,760 shares

    0.18% of the 13F portfolio, value $12,374,756.

    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 245,569 shares
    Change vs previous 13F -3,903 shares

    0.17% of the 13F portfolio, value $4,945,760.

    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 249,472 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,084,239.

    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).