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Geneos Wealth Management Inc.: SPYD position timeline

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

Geneos Wealth Management Inc. held 85,522 SPYD 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 85,522 shares
    Change vs previous 13F +1,796 shares

    0.08% of the 13F portfolio, value $4,080,235.

    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 83,726 shares
    Change vs previous 13F +5,096 shares

    0.09% of the 13F portfolio, value $3,811,223.

    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 78,630 shares
    Change vs previous 13F +4,119 shares

    0.08% of the 13F portfolio, value $3,400,732.

    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 74,511 shares
    Change vs previous 13F +37 shares

    0.08% of the 13F portfolio, value $3,278,485.

    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 74,474 shares
    Change vs previous 13F -86,322 shares

    0.08% of the 13F portfolio, value $3,160,677.

    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 160,796 shares
    Change vs previous 13F +95,552 shares

    0.1% of the 13F portfolio, value $7,116,831.

    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 65,244 shares
    Change vs previous 13F +6,246 shares

    0.1% of the 13F portfolio, value $2,821,151.

    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 58,998 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,693,259.

    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).