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Geneos Wealth Management Inc.: SPSM position timeline

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

Geneos Wealth Management Inc. held 423,216 SPSM 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 423,216 shares
    Change vs previous 13F +12,210 shares

    0.5% of the 13F portfolio, value $24,406,874.

    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 411,006 shares
    Change vs previous 13F +16,015 shares

    0.46% of the 13F portfolio, value $19,859,815.

    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 394,991 shares
    Change vs previous 13F +26,206 shares

    0.45% of the 13F portfolio, value $18,509,298.

    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 368,785 shares
    Change vs previous 13F +10,803 shares

    0.43% of the 13F portfolio, value $17,082,110.

    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 357,982 shares
    Change vs previous 13F -350,689 shares

    0.37% of the 13F portfolio, value $15,250,028.

    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 708,671 shares
    Change vs previous 13F +381,299 shares

    0.42% of the 13F portfolio, value $28,885,408.

    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 327,372 shares
    Change vs previous 13F +24,678 shares

    0.52% of the 13F portfolio, value $14,705,549.

    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 302,694 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $13,775,621.

    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).