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Geneos Wealth Management Inc.: QQQM position timeline

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

Geneos Wealth Management Inc. held 26,521 QQQM 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 26,521 shares
    Change vs previous 13F +4,568 shares

    0.16% of the 13F portfolio, value $8,035,045.

    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 21,953 shares
    Change vs previous 13F -19,907 shares

    0.12% of the 13F portfolio, value $5,216,490.

    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 41,860 shares
    Change vs previous 13F +19,845 shares

    0.26% of the 13F portfolio, value $10,587,154.

    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 22,015 shares
    Change vs previous 13F +5,258 shares

    0.14% of the 13F portfolio, value $5,440,255.

    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 16,757 shares
    Change vs previous 13F +9,660 shares

    0.09% of the 13F portfolio, value $3,805,420.

    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 7,097 shares
    Change vs previous 13F -8,145 shares

    0.02% of the 13F portfolio, value $1,369,702.

    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 15,242 shares
    Change vs previous 13F +14,025 shares

    0.11% of the 13F portfolio, value $3,207,679.

    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 1,217 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $244,434.

    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).