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Disclosery

Geneos Wealth Management Inc.: SPYM position timeline

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

Geneos Wealth Management Inc. held 676,322 SPYM 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 676,322 shares
    Change vs previous 13F -27,019 shares

    1.21% of the 13F portfolio, value $59,435,196.

    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 703,341 shares
    Change vs previous 13F +151,306 shares

    1.25% of the 13F portfolio, value $53,833,734.

    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 552,035 shares
    Change vs previous 13F +9,059 shares

    1.08% of the 13F portfolio, value $44,284,260.

    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 542,976 shares
    Change vs previous 13F +7,230 shares

    1.08% of the 13F portfolio, value $42,536,776.

    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 535,746 shares
    Change vs previous 13F -283,465 shares

    0.95% of the 13F portfolio, value $38,943,398.

    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 819,211 shares
    Change vs previous 13F +520,903 shares

    0.79% of the 13F portfolio, value $53,871,378.

    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 298,308 shares
    Change vs previous 13F +18,329 shares

    0.72% of the 13F portfolio, value $20,565,372.

    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 279,979 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $18,901,377.

    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).