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Disclosery

Geneos Wealth Management Inc.: SPGP position timeline

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

Geneos Wealth Management Inc. held 9,571 SPGP 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 9,571 shares
    Change vs previous 13F -236 shares

    0.02% of the 13F portfolio, value $1,170,438.

    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 9,807 shares
    Change vs previous 13F -12,201 shares

    0.02% of the 13F portfolio, value $1,055,429.

    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 22,008 shares
    Change vs previous 13F -615 shares

    0.06% of the 13F portfolio, value $2,505,831.

    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 22,623 shares
    Change vs previous 13F +491 shares

    0.07% of the 13F portfolio, value $2,570,425.

    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 22,132 shares
    Change vs previous 13F -56,478 shares

    0.06% of the 13F portfolio, value $2,383,616.

    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 78,610 shares
    Change vs previous 13F +35,515 shares

    0.11% of the 13F portfolio, value $7,851,567.

    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 43,095 shares
    Change vs previous 13F -628 shares

    0.16% of the 13F portfolio, value $4,519,804.

    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 43,723 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,576,486.

    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).