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Disclosery

Geneos Wealth Management Inc.: SPMO position timeline

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

Geneos Wealth Management Inc. held 54,246 SPMO 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 54,246 shares
    Change vs previous 13F +2,731 shares

    0.18% of the 13F portfolio, value $8,762,854.

    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 51,515 shares
    Change vs previous 13F +2,244 shares

    0.13% of the 13F portfolio, value $5,775,370.

    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 49,271 shares
    Change vs previous 13F -3,796 shares

    0.14% of the 13F portfolio, value $5,878,982.

    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 53,067 shares
    Change vs previous 13F +3,181 shares

    0.16% of the 13F portfolio, value $6,424,233.

    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 49,886 shares
    Change vs previous 13F -29,806 shares

    0.14% of the 13F portfolio, value $5,610,694.

    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 79,692 shares
    Change vs previous 13F +50,395 shares

    0.11% of the 13F portfolio, value $7,373,956.

    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 29,297 shares
    Change vs previous 13F +1,624 shares

    0.1% of the 13F portfolio, value $2,783,480.

    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 27,673 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,508,308.

    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).