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Geneos Wealth Management Inc.: SILA position timeline

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

Geneos Wealth Management Inc. held 38,766 SILA 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 38,766 shares
    Change vs previous 13F -2,751 shares

    0.02% of the 13F portfolio, value $1,176,936.

    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 41,517 shares
    Change vs previous 13F -592 shares

    0.02% of the 13F portfolio, value $983,116.

    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 42,109 shares
    Change vs previous 13F -1,702 shares

    0.02% of the 13F portfolio, value $981,560.

    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 43,811 shares
    Change vs previous 13F -13,853 shares

    0.03% of the 13F portfolio, value $1,099,656.

    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 57,664 shares
    Change vs previous 13F -41,945 shares

    0.03% of the 13F portfolio, value $1,364,907.

    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 99,609 shares
    Change vs previous 13F +54,750 shares

    0.04% of the 13F portfolio, value $2,868,200.

    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 44,859 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,090,971.

    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).