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Disclosery

Geneos Wealth Management Inc.: SCHD position timeline

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

Geneos Wealth Management Inc. held 129,987 SCHD 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 129,987 shares
    Change vs previous 13F +22,649 shares

    0.08% of the 13F portfolio, value $4,121,885.

    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 107,338 shares
    Change vs previous 13F -4,979 shares

    0.08% of the 13F portfolio, value $3,293,125.

    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 112,317 shares
    Change vs previous 13F +13,317 shares

    0.08% of the 13F portfolio, value $3,080,858.

    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 99,000 shares
    Change vs previous 13F +2,471 shares

    0.07% of the 13F portfolio, value $2,702,714.

    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 96,529 shares
    Change vs previous 13F -53,055 shares

    0.06% of the 13F portfolio, value $2,558,026.

    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 149,584 shares
    Change vs previous 13F +76,173 shares

    0.06% of the 13F portfolio, value $4,182,364.

    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 73,411 shares
    Change vs previous 13F +49,723 shares

    0.07% of the 13F portfolio, value $2,005,583.

    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 23,688 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,002,379.

    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).