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Geneos Wealth Management Inc.: SPHQ position timeline

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

Geneos Wealth Management Inc. held 124,020 SPHQ 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 124,020 shares
    Change vs previous 13F -1,147 shares

    0.23% of the 13F portfolio, value $11,174,202.

    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 125,167 shares
    Change vs previous 13F +109,758 shares

    0.22% of the 13F portfolio, value $9,411,307.

    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 15,409 shares
    Change vs previous 13F -200 shares

    0.03% of the 13F portfolio, value $1,156,445.

    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 15,609 shares
    Change vs previous 13F -2,266 shares

    0.03% of the 13F portfolio, value $1,143,984.

    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 17,875 shares
    Change vs previous 13F -54,510 shares

    0.03% of the 13F portfolio, value $1,273,773.

    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 72,385 shares
    Change vs previous 13F +54,780 shares

    0.07% of the 13F portfolio, value $4,802,021.

    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 17,605 shares
    Change vs previous 13F -806 shares

    0.04% of the 13F portfolio, value $1,180,063.

    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 18,411 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,238,508.

    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).