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Disclosery

Geneos Wealth Management Inc.: SPIB position timeline

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

Geneos Wealth Management Inc. held 91,522 SPIB 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 91,522 shares
    Change vs previous 13F +1,683 shares

    0.06% of the 13F portfolio, value $3,062,332.

    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 89,839 shares
    Change vs previous 13F +209 shares

    0.07% of the 13F portfolio, value $3,013,198.

    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 89,630 shares
    Change vs previous 13F +2,045 shares

    0.07% of the 13F portfolio, value $3,030,388.

    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 87,585 shares
    Change vs previous 13F +3,069 shares

    0.08% of the 13F portfolio, value $2,968,256.

    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 84,516 shares
    Change vs previous 13F -103,565 shares

    0.07% of the 13F portfolio, value $2,838,047.

    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 188,081 shares
    Change vs previous 13F +104,255 shares

    0.09% of the 13F portfolio, value $6,251,812.

    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 83,826 shares
    Change vs previous 13F -202 shares

    0.1% of the 13F portfolio, value $2,746,140.

    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 84,028 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,832,584.

    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).