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Geneos Wealth Management Inc.: PSLV position timeline

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

Geneos Wealth Management Inc. held 548,031 PSLV 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 548,031 shares
    Change vs previous 13F -24,284 shares

    0.21% of the 13F portfolio, value $10,341,345.

    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 572,315 shares
    Change vs previous 13F -147,767 shares

    0.32% of the 13F portfolio, value $13,958,763.

    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 720,082 shares
    Change vs previous 13F -149,846 shares

    0.42% of the 13F portfolio, value $17,029,939.

    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 869,928 shares
    Change vs previous 13F -18,158 shares

    0.35% of the 13F portfolio, value $13,657,870.

    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 888,086 shares
    Change vs previous 13F -1,048,754 shares

    0.27% of the 13F portfolio, value $10,870,173.

    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 1,936,840 shares
    Change vs previous 13F +1,012,550 shares

    0.33% of the 13F portfolio, value $22,467,344.

    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 924,290 shares
    Change vs previous 13F -35,830 shares

    0.31% of the 13F portfolio, value $8,919,399.

    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 960,120 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $10,033,254.

    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).