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Disclosery

Geneos Wealth Management Inc.: SDY position timeline

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

Geneos Wealth Management Inc. held 9,361 SDY 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 9,361 shares
    Change vs previous 13F +520 shares

    0.03% of the 13F portfolio, value $1,424,551.

    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 8,841 shares
    Change vs previous 13F -58 shares

    0.03% of the 13F portfolio, value $1,290,224.

    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 8,899 shares
    Change vs previous 13F -301 shares

    0.03% of the 13F portfolio, value $1,238,369.

    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 9,200 shares
    Change vs previous 13F -144 shares

    0.03% of the 13F portfolio, value $1,288,484.

    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 9,344 shares
    Change vs previous 13F -11,149 shares

    0.03% of the 13F portfolio, value $1,268,306.

    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 20,493 shares
    Change vs previous 13F +12,779 shares

    0.04% of the 13F portfolio, value $2,780,442.

    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 7,714 shares
    Change vs previous 13F -99 shares

    0.04% of the 13F portfolio, value $1,018,985.

    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 7,813 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,109,743.

    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).