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Geneos Wealth Management Inc.: SPSB position timeline

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

Geneos Wealth Management Inc. held 735,939 SPSB 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 735,939 shares
    Change vs previous 13F +37,875 shares

    0.45% of the 13F portfolio, value $22,085,521.

    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 698,064 shares
    Change vs previous 13F +30,250 shares

    0.49% of the 13F portfolio, value $20,990,796.

    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 667,814 shares
    Change vs previous 13F +5,972 shares

    0.49% of the 13F portfolio, value $20,167,975.

    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 661,842 shares
    Change vs previous 13F +24,390 shares

    0.51% of the 13F portfolio, value $20,047,182.

    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 637,452 shares
    Change vs previous 13F -392,696 shares

    0.47% of the 13F portfolio, value $19,244,677.

    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 1,030,148 shares
    Change vs previous 13F +664,030 shares

    0.45% of the 13F portfolio, value $31,007,470.

    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 366,118 shares
    Change vs previous 13F +11,667 shares

    0.38% of the 13F portfolio, value $10,932,287.

    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 354,451 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $10,732,763.

    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).