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Disclosery

Geneos Wealth Management Inc.: SLV position timeline

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

Geneos Wealth Management Inc. held 41,484 SLV 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 41,484 shares
    Change vs previous 13F -1,523 shares

    0.05% of the 13F portfolio, value $2,218,149.

    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 43,007 shares
    Change vs previous 13F -30,710 shares

    0.07% of the 13F portfolio, value $2,930,497.

    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 73,717 shares
    Change vs previous 13F +49,973 shares

    0.12% of the 13F portfolio, value $4,748,849.

    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 23,744 shares
    Change vs previous 13F +630 shares

    0.03% of the 13F portfolio, value $1,006,033.

    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 23,114 shares
    Change vs previous 13F -33,326 shares

    0.02% of the 13F portfolio, value $758,370.

    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 56,440 shares
    Change vs previous 13F +24,893 shares

    0.03% of the 13F portfolio, value $1,749,076.

    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 31,547 shares
    Change vs previous 13F +2,888 shares

    0.03% of the 13F portfolio, value $830,633.

    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 28,659 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $814,202.

    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).