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Geneos Wealth Management Inc.: SPBO position timeline

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

Geneos Wealth Management Inc. held 1,080,256 SPBO 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 1,080,256 shares
    Change vs previous 13F +65,619 shares

    0.64% of the 13F portfolio, value $31,370,620.

    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 1,014,637 shares
    Change vs previous 13F +22,833 shares

    0.68% of the 13F portfolio, value $29,454,917.

    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 991,804 shares
    Change vs previous 13F +27,647 shares

    0.71% of the 13F portfolio, value $29,099,523.

    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 964,157 shares
    Change vs previous 13F +60,052 shares

    0.72% of the 13F portfolio, value $28,567,957.

    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 904,105 shares
    Change vs previous 13F -330,750 shares

    0.65% of the 13F portfolio, value $26,417,936.

    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 1,234,855 shares
    Change vs previous 13F +857,001 shares

    0.52% of the 13F portfolio, value $35,847,834.

    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 377,854 shares
    Change vs previous 13F +28,001 shares

    0.38% of the 13F portfolio, value $10,821,744.

    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 349,853 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $10,506,074.

    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).