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Geneos Wealth Management Inc.: SPYG position timeline

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

Geneos Wealth Management Inc. held 303,229 SPYG 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 303,229 shares
    Change vs previous 13F +610 shares

    0.74% of the 13F portfolio, value $36,081,165.

    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 302,619 shares
    Change vs previous 13F -24,070 shares

    0.69% of the 13F portfolio, value $29,629,460.

    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 326,689 shares
    Change vs previous 13F +7,306 shares

    0.85% of the 13F portfolio, value $34,857,696.

    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 319,383 shares
    Change vs previous 13F -360 shares

    0.85% of the 13F portfolio, value $33,378,727.

    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 319,743 shares
    Change vs previous 13F -270,524 shares

    0.74% of the 13F portfolio, value $30,477,857.

    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 590,267 shares
    Change vs previous 13F +272,558 shares

    0.7% of the 13F portfolio, value $47,633,195.

    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 317,709 shares
    Change vs previous 13F +37,693 shares

    0.98% of the 13F portfolio, value $27,926,618.

    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 280,016 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $23,224,540.

    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).