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Disclosery

Geneos Wealth Management Inc.: SCHW position timeline

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

Geneos Wealth Management Inc. held 96,731 SCHW 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 96,731 shares
    Change vs previous 13F +263 shares

    0.18% of the 13F portfolio, value $8,925,365.

    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 96,468 shares
    Change vs previous 13F -4,884 shares

    0.21% of the 13F portfolio, value $9,066,018.

    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 101,352 shares
    Change vs previous 13F +3,787 shares

    0.25% of the 13F portfolio, value $10,126,096.

    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 97,565 shares
    Change vs previous 13F -1,019 shares

    0.24% of the 13F portfolio, value $9,314,516.

    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 98,584 shares
    Change vs previous 13F -100,675 shares

    0.22% of the 13F portfolio, value $8,994,797.

    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 199,259 shares
    Change vs previous 13F +100,281 shares

    0.23% of the 13F portfolio, value $15,597,966.

    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 98,978 shares
    Change vs previous 13F +151 shares

    0.26% of the 13F portfolio, value $7,325,350.

    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 98,827 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,404,952.

    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).