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Disclosery

Geneos Wealth Management Inc.: SCHH position timeline

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

Geneos Wealth Management Inc. held 89,581 SCHH 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 89,581 shares
    Change vs previous 13F +226 shares

    0.04% of the 13F portfolio, value $2,121,285.

    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 89,355 shares
    Change vs previous 13F +780 shares

    0.04% of the 13F portfolio, value $1,920,230.

    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 88,575 shares
    Change vs previous 13F +1,111 shares

    0.05% of the 13F portfolio, value $1,850,338.

    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 87,464 shares
    Change vs previous 13F -5,631 shares

    0.05% of the 13F portfolio, value $1,886,594.

    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 93,095 shares
    Change vs previous 13F -95,093 shares

    0.05% of the 13F portfolio, value $1,969,898.

    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 188,188 shares
    Change vs previous 13F +95,844 shares

    0.06% of the 13F portfolio, value $4,157,178.

    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 92,344 shares
    Change vs previous 13F -311 shares

    0.07% of the 13F portfolio, value $1,944,755.

    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 92,655 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,146,816.

    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).