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Geneos Wealth Management Inc.: SLYV position timeline

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

Geneos Wealth Management Inc. held 142,458 SLYV 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 142,458 shares
    Change vs previous 13F +25,901 shares

    0.32% of the 13F portfolio, value $15,543,622.

    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 116,557 shares
    Change vs previous 13F +1,849 shares

    0.26% of the 13F portfolio, value $11,023,918.

    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 114,708 shares
    Change vs previous 13F +5,268 shares

    0.26% of the 13F portfolio, value $10,435,004.

    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 109,440 shares
    Change vs previous 13F -616 shares

    0.25% of the 13F portfolio, value $9,701,814.

    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 110,056 shares
    Change vs previous 13F -95,399 shares

    0.21% of the 13F portfolio, value $8,778,099.

    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 205,455 shares
    Change vs previous 13F +116,652 shares

    0.24% of the 13F portfolio, value $16,107,668.

    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 88,803 shares
    Change vs previous 13F +1,077 shares

    0.27% of the 13F portfolio, value $7,748,099.

    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 87,726 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $7,616,395.

    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).