Skip to content
Disclosery

Geneos Wealth Management Inc.: SCHE position timeline

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

Geneos Wealth Management Inc. held 248,447 SCHE 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 248,447 shares
    Change vs previous 13F +1,640 shares

    0.18% of the 13F portfolio, value $9,008,677.

    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 246,807 shares
    Change vs previous 13F +537 shares

    0.19% of the 13F portfolio, value $8,132,275.

    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 246,270 shares
    Change vs previous 13F +2,038 shares

    0.2% of the 13F portfolio, value $8,065,327.

    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 244,232 shares
    Change vs previous 13F -1,369 shares

    0.21% of the 13F portfolio, value $8,150,026.

    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 245,601 shares
    Change vs previous 13F -251,170 shares

    0.18% of the 13F portfolio, value $7,402,405.

    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 496,771 shares
    Change vs previous 13F +249,660 shares

    0.2% of the 13F portfolio, value $13,736,658.

    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 247,111 shares
    Change vs previous 13F +5,427 shares

    0.23% of the 13F portfolio, value $6,580,573.

    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 241,684 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,052,339.

    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).