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Disclosery

Geneos Wealth Management Inc.: SPHY position timeline

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

Geneos Wealth Management Inc. held 24,396 SPHY 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 24,396 shares
    Change vs previous 13F +4,905 shares

    0.01% of the 13F portfolio, value $571,832.

    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 19,491 shares
    Change vs previous 13F +1,607 shares

    0.01% of the 13F portfolio, value $454,534.

    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 17,884 shares
    Change vs previous 13F -642 shares

    0.01% of the 13F portfolio, value $423,318.

    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 18,526 shares
    Change vs previous 13F -187,251 shares

    0.01% of the 13F portfolio, value $443,507.

    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 205,777 shares
    Change vs previous 13F -264,644 shares

    0.12% of the 13F portfolio, value $4,897,493.

    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 470,421 shares
    Change vs previous 13F +389,456 shares

    0.16% of the 13F portfolio, value $11,017,260.

    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 80,965 shares
    Change vs previous 13F +11,733 shares

    0.07% of the 13F portfolio, value $1,900,249.

    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 69,232 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,665,030.

    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).