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Geneos Wealth Management Inc.: SCHF position timeline

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

Geneos Wealth Management Inc. held 620,853 SCHF 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 620,853 shares
    Change vs previous 13F +31,166 shares

    0.35% of the 13F portfolio, value $17,197,621.

    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 589,687 shares
    Change vs previous 13F +137,148 shares

    0.34% of the 13F portfolio, value $14,594,755.

    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 452,539 shares
    Change vs previous 13F +142,187 shares

    0.27% of the 13F portfolio, value $10,879,039.

    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 310,352 shares
    Change vs previous 13F -10,723 shares

    0.18% of the 13F portfolio, value $7,225,005.

    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 321,075 shares
    Change vs previous 13F -27,365 shares

    0.17% of the 13F portfolio, value $7,095,756.

    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 348,440 shares
    Change vs previous 13F +259,073 shares

    0.11% of the 13F portfolio, value $7,327,600.

    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 89,367 shares
    Change vs previous 13F +48,870 shares

    0.06% of the 13F portfolio, value $1,653,290.

    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 40,497 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,665,237.

    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).