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Geneos Wealth Management Inc.: SLYG position timeline

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

Geneos Wealth Management Inc. held 47,644 SLYG 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 47,644 shares
    Change vs previous 13F -198 shares

    0.12% of the 13F portfolio, value $5,675,802.

    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 47,842 shares
    Change vs previous 13F -1,381 shares

    0.11% of the 13F portfolio, value $4,622,450.

    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 49,223 shares
    Change vs previous 13F +2,596 shares

    0.11% of the 13F portfolio, value $4,636,301.

    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 46,627 shares
    Change vs previous 13F -621 shares

    0.11% of the 13F portfolio, value $4,397,431.

    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 47,248 shares
    Change vs previous 13F -39,918 shares

    0.1% of the 13F portfolio, value $4,193,251.

    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 87,166 shares
    Change vs previous 13F +45,898 shares

    0.11% of the 13F portfolio, value $7,234,790.

    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 41,268 shares
    Change vs previous 13F +912 shares

    0.13% of the 13F portfolio, value $3,728,576.

    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 40,356 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,757,560.

    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).