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Geneos Wealth Management Inc.: SPHD position timeline

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

Geneos Wealth Management Inc. held 67,205 SPHD 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 67,205 shares
    Change vs previous 13F +1,661 shares

    0.07% of the 13F portfolio, value $3,416,695.

    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 65,544 shares
    Change vs previous 13F +791 shares

    0.08% of the 13F portfolio, value $3,251,660.

    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 64,753 shares
    Change vs previous 13F -27,858 shares

    0.08% of the 13F portfolio, value $3,108,149.

    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 92,611 shares
    Change vs previous 13F -1,176 shares

    0.12% of the 13F portfolio, value $4,579,597.

    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 93,787 shares
    Change vs previous 13F -88,325 shares

    0.11% of the 13F portfolio, value $4,460,512.

    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 182,112 shares
    Change vs previous 13F +94,012 shares

    0.13% of the 13F portfolio, value $9,147,480.

    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 88,100 shares
    Change vs previous 13F +500 shares

    0.15% of the 13F portfolio, value $4,256,124.

    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 87,600 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,429,915.

    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).