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Disclosery

Geneos Wealth Management Inc.: SPEM position timeline

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

Geneos Wealth Management Inc. held 289,994 SPEM 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 289,994 shares
    Change vs previous 13F +9,226 shares

    0.31% of the 13F portfolio, value $15,015,914.

    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 280,768 shares
    Change vs previous 13F +7,064 shares

    0.31% of the 13F portfolio, value $13,170,850.

    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 273,704 shares
    Change vs previous 13F +17,280 shares

    0.31% of the 13F portfolio, value $12,812,107.

    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 256,424 shares
    Change vs previous 13F -42,089 shares

    0.3% of the 13F portfolio, value $12,003,215.

    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 298,513 shares
    Change vs previous 13F -239,125 shares

    0.31% of the 13F portfolio, value $12,758,453.

    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 537,638 shares
    Change vs previous 13F +277,751 shares

    0.36% of the 13F portfolio, value $24,546,258.

    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 259,887 shares
    Change vs previous 13F +24,180 shares

    0.35% of the 13F portfolio, value $9,971,868.

    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 235,707 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $9,729,985.

    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).