Skip to content
Disclosery

Geneos Wealth Management Inc.: SCHV position timeline

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

Geneos Wealth Management Inc. held 53,407 SCHV 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 53,407 shares
    Change vs previous 13F +6,318 shares

    0.04% of the 13F portfolio, value $1,859,089.

    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 47,089 shares
    Change vs previous 13F -407 shares

    0.03% of the 13F portfolio, value $1,436,224.

    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 47,496 shares
    Change vs previous 13F +7,524 shares

    0.03% of the 13F portfolio, value $1,406,345.

    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 39,972 shares
    Change vs previous 13F -533,184 shares

    0.03% of the 13F portfolio, value $1,163,598.

    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 573,156 shares
    Change vs previous 13F -682,647 shares

    0.39% of the 13F portfolio, value $15,859,222.

    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 1,255,803 shares
    Change vs previous 13F +1,127,656 shares

    0.49% of the 13F portfolio, value $33,379,260.

    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 128,147 shares
    Change vs previous 13F +82,455 shares

    0.12% of the 13F portfolio, value $3,340,784.

    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 45,692 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,672,238.

    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).