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Disclosery

Geneos Wealth Management Inc.: SMH position timeline

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

Geneos Wealth Management Inc. held 3,162 SMH 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 3,162 shares
    Change vs previous 13F +471 shares

    0.04% of the 13F portfolio, value $2,073,985.

    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 2,691 shares
    Change vs previous 13F -175 shares

    0.02% of the 13F portfolio, value $1,031,765.

    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 2,866 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $1,032,166.

    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 2,786 shares
    Change vs previous 13F -3,460 shares

    0.02% of the 13F portfolio, value $909,257.

    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 6,246 shares
    Change vs previous 13F -8,406 shares

    0.04% of the 13F portfolio, value $1,741,900.

    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 14,652 shares
    Change vs previous 13F +11,923 shares

    0.05% of the 13F portfolio, value $3,098,482.

    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 2,729 shares
    Change vs previous 13F -350 shares

    0.02% of the 13F portfolio, value $660,895.

    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 3,079 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $755,741.

    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).