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Disclosery

Geneos Wealth Management Inc.: SCZ position timeline

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

Geneos Wealth Management Inc. held 21,823 SCZ 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 21,823 shares
    Change vs previous 13F +1,986 shares

    0.04% of the 13F portfolio, value $1,795,408.

    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 19,837 shares
    Change vs previous 13F +3,311 shares

    0.04% of the 13F portfolio, value $1,555,401.

    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 16,526 shares
    Change vs previous 13F +562 shares

    0.03% of the 13F portfolio, value $1,281,243.

    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 15,964 shares
    Change vs previous 13F +169 shares

    0.03% of the 13F portfolio, value $1,224,724.

    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 15,795 shares
    Change vs previous 13F -15,523 shares

    0.03% of the 13F portfolio, value $1,147,957.

    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 31,318 shares
    Change vs previous 13F +18,388 shares

    0.03% of the 13F portfolio, value $1,989,633.

    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 12,930 shares
    Change vs previous 13F -195 shares

    0.03% of the 13F portfolio, value $785,498.

    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 13,125 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $888,563.

    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).