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Geneos Wealth Management Inc.: SHYG position timeline

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

Geneos Wealth Management Inc. held 50,725 SHYG 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 50,725 shares
    Change vs previous 13F +2,399 shares

    0.04% of the 13F portfolio, value $2,151,232.

    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 48,326 shares
    Change vs previous 13F -2,368 shares

    0.05% of the 13F portfolio, value $2,044,653.

    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 50,694 shares
    Change vs previous 13F -291 shares

    0.05% of the 13F portfolio, value $2,173,268.

    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 50,985 shares
    Change vs previous 13F -35,768 shares

    0.06% of the 13F portfolio, value $2,207,635.

    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 86,753 shares
    Change vs previous 13F -105,334 shares

    0.09% of the 13F portfolio, value $3,742,509.

    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 192,087 shares
    Change vs previous 13F +121,337 shares

    0.12% of the 13F portfolio, value $8,167,559.

    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 70,750 shares
    Change vs previous 13F +4,746 shares

    0.11% of the 13F portfolio, value $3,014,671.

    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 66,004 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,865,907.

    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).