Skip to content
Disclosery

Geneos Wealth Management Inc.: SGOV position timeline

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

Geneos Wealth Management Inc. held 493,129 SGOV 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 493,129 shares
    Change vs previous 13F +219,433 shares

    1.01% of the 13F portfolio, value $49,643,309.

    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 273,696 shares
    Change vs previous 13F +122,171 shares

    0.64% of the 13F portfolio, value $27,550,229.

    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 151,525 shares
    Change vs previous 13F +49,201 shares

    0.37% of the 13F portfolio, value $15,210,070.

    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 102,324 shares
    Change vs previous 13F +5,501 shares

    0.26% of the 13F portfolio, value $10,304,027.

    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 96,823 shares
    Change vs previous 13F -63,342 shares

    0.24% of the 13F portfolio, value $9,749,108.

    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 160,165 shares
    Change vs previous 13F -1,046,259 shares

    0.24% of the 13F portfolio, value $16,123,872.

    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 1,206,424 shares
    Change vs previous 13F +1,139,955 shares

    4.24% of the 13F portfolio, value $121,028,486.

    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 66,469 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,694,777.

    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).