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Geneos Wealth Management Inc.: QQEW position timeline

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

Geneos Wealth Management Inc. held 27,541 QQEW 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 27,541 shares
    Change vs previous 13F -1,018 shares

    0.09% of the 13F portfolio, value $4,395,566.

    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 28,559 shares
    Change vs previous 13F -2,825 shares

    0.08% of the 13F portfolio, value $3,626,155.

    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 31,384 shares
    Change vs previous 13F -145 shares

    0.11% of the 13F portfolio, value $4,460,630.

    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 31,529 shares
    Change vs previous 13F -2,346 shares

    0.11% of the 13F portfolio, value $4,449,028.

    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 33,875 shares
    Change vs previous 13F -29,747 shares

    0.11% of the 13F portfolio, value $4,623,551.

    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 63,622 shares
    Change vs previous 13F +33,888 shares

    0.11% of the 13F portfolio, value $7,693,750.

    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 29,734 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,715,499.

    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).