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Disclosery

Geneos Wealth Management Inc.: SPDW position timeline

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

Geneos Wealth Management Inc. held 787,151 SPDW 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 787,151 shares
    Change vs previous 13F +16,096 shares

    0.81% of the 13F portfolio, value $39,664,545.

    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 771,055 shares
    Change vs previous 13F +15,738 shares

    0.82% of the 13F portfolio, value $35,198,665.

    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 755,317 shares
    Change vs previous 13F +31,901 shares

    0.82% of the 13F portfolio, value $33,543,632.

    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 723,416 shares
    Change vs previous 13F -234 shares

    0.79% of the 13F portfolio, value $30,954,976.

    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 723,650 shares
    Change vs previous 13F -651,410 shares

    0.72% of the 13F portfolio, value $29,300,594.

    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 1,375,060 shares
    Change vs previous 13F +779,601 shares

    0.73% of the 13F portfolio, value $50,065,900.

    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 595,459 shares
    Change vs previous 13F +41,028 shares

    0.71% of the 13F portfolio, value $20,323,000.

    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 554,431 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $20,824,413.

    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).