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Geneos Wealth Management Inc.: SMDV position timeline

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

Geneos Wealth Management Inc. held 15,830 SMDV 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 15,830 shares
    Change vs previous 13F +7,184 shares

    0.02% of the 13F portfolio, value $1,219,389.

    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 8,646 shares
    Change vs previous 13F +511 shares

    0.01% of the 13F portfolio, value $594,774.

    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 8,135 shares
    Change vs previous 13F +162 shares

    0.01% of the 13F portfolio, value $537,546.

    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 7,973 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $531,314.

    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 7,955 shares
    Change vs previous 13F -6,833 shares

    0.01% of the 13F portfolio, value $517,579.

    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 14,788 shares
    Change vs previous 13F +7,655 shares

    0.01% of the 13F portfolio, value $969,944.

    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 7,133 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $482,690.

    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 7,113 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $492,667.

    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).