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Disclosery

Geneos Wealth Management Inc.: SPMD position timeline

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

Geneos Wealth Management Inc. held 336,945 SPMD 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 336,945 shares
    Change vs previous 13F +10,748 shares

    0.46% of the 13F portfolio, value $22,763,998.

    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 326,197 shares
    Change vs previous 13F +12,535 shares

    0.45% of the 13F portfolio, value $19,317,384.

    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 313,662 shares
    Change vs previous 13F +25,678 shares

    0.44% of the 13F portfolio, value $18,164,185.

    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 287,984 shares
    Change vs previous 13F +7,540 shares

    0.42% of the 13F portfolio, value $16,469,812.

    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 280,444 shares
    Change vs previous 13F -249,470 shares

    0.37% of the 13F portfolio, value $15,250,536.

    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 529,914 shares
    Change vs previous 13F +294,368 shares

    0.4% of the 13F portfolio, value $27,120,999.

    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 235,546 shares
    Change vs previous 13F +9,619 shares

    0.45% of the 13F portfolio, value $12,882,004.

    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 225,927 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $12,353,672.

    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).