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Geneos Wealth Management Inc.: SPTM position timeline

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

Geneos Wealth Management Inc. held 476,001 SPTM 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 476,001 shares
    Change vs previous 13F +10,519 shares

    0.88% of the 13F portfolio, value $43,216,124.

    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 465,482 shares
    Change vs previous 13F +22,041 shares

    0.85% of the 13F portfolio, value $36,800,994.

    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 443,441 shares
    Change vs previous 13F +26,396 shares

    0.89% of the 13F portfolio, value $36,583,901.

    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 417,045 shares
    Change vs previous 13F +13,586 shares

    0.85% of the 13F portfolio, value $33,634,677.

    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 403,459 shares
    Change vs previous 13F -389,878 shares

    0.74% of the 13F portfolio, value $30,215,016.

    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 793,337 shares
    Change vs previous 13F +436,690 shares

    0.79% of the 13F portfolio, value $53,954,915.

    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 356,647 shares
    Change vs previous 13F +22,592 shares

    0.89% of the 13F portfolio, value $25,475,299.

    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 334,055 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $23,403,893.

    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).