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Disclosery

Geneos Wealth Management Inc.: SCHG position timeline

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

Geneos Wealth Management Inc. held 179,538 SCHG 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 179,538 shares
    Change vs previous 13F +10,581 shares

    0.12% of the 13F portfolio, value $6,075,555.

    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 168,957 shares
    Change vs previous 13F +34,561 shares

    0.11% of the 13F portfolio, value $4,921,715.

    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 134,396 shares
    Change vs previous 13F +18,444 shares

    0.11% of the 13F portfolio, value $4,383,989.

    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 115,952 shares
    Change vs previous 13F -679,249 shares

    0.09% of the 13F portfolio, value $3,700,032.

    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 795,201 shares
    Change vs previous 13F -895,553 shares

    0.57% of the 13F portfolio, value $23,227,829.

    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 1,690,754 shares
    Change vs previous 13F +1,499,910 shares

    0.62% of the 13F portfolio, value $42,336,475.

    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 190,844 shares
    Change vs previous 13F +141,541 shares

    0.19% of the 13F portfolio, value $5,318,824.

    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 49,303 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,136,423.

    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).