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Disclosery

Geneos Wealth Management Inc.: SPY position timeline

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

Geneos Wealth Management Inc. held 179,069 SPY 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 179,069 shares
    Change vs previous 13F -14,154 shares

    2.73% of the 13F portfolio, value $133,723,256.

    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 193,223 shares
    Change vs previous 13F +51,317 shares

    2.92% of the 13F portfolio, value $125,660,454.

    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 141,906 shares
    Change vs previous 13F +8,824 shares

    2.37% of the 13F portfolio, value $96,768,670.

    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 133,082 shares
    Change vs previous 13F -2,154 shares

    2.25% of the 13F portfolio, value $88,656,807.

    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 135,236 shares
    Change vs previous 13F -140,420 shares

    2.04% of the 13F portfolio, value $83,555,424.

    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 275,656 shares
    Change vs previous 13F +116,499 shares

    2.26% of the 13F portfolio, value $154,199,224.

    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 159,157 shares
    Change vs previous 13F -1,342 shares

    3.27% of the 13F portfolio, value $93,278,560.

    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 160,499 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $92,088,165.

    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).