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Disclosery

Geneos Wealth Management Inc.: SHY position timeline

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

Geneos Wealth Management Inc. held 20,751 SHY 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 20,751 shares
    Change vs previous 13F -109 shares

    0.03% of the 13F portfolio, value $1,703,872.

    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 20,860 shares
    Change vs previous 13F +3,261 shares

    0.04% of the 13F portfolio, value $1,722,371.

    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 17,599 shares
    Change vs previous 13F -1,025 shares

    0.04% of the 13F portfolio, value $1,457,540.

    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 18,624 shares
    Change vs previous 13F -61,800 shares

    0.04% of the 13F portfolio, value $1,545,080.

    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 80,424 shares
    Change vs previous 13F -66,770 shares

    0.16% of the 13F portfolio, value $6,663,953.

    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 147,194 shares
    Change vs previous 13F +81,541 shares

    0.18% of the 13F portfolio, value $12,177,384.

    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 65,653 shares
    Change vs previous 13F +4,167 shares

    0.19% of the 13F portfolio, value $5,382,274.

    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 61,486 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,112,562.

    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).