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Geneos Wealth Management Inc.: SPYV position timeline

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

Geneos Wealth Management Inc. held 591,302 SPYV 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 591,302 shares
    Change vs previous 13F +81 shares

    0.73% of the 13F portfolio, value $35,945,247.

    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 591,221 shares
    Change vs previous 13F +3,673 shares

    0.78% of the 13F portfolio, value $33,451,278.

    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 587,548 shares
    Change vs previous 13F +19,835 shares

    0.82% of the 13F portfolio, value $33,378,599.

    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 567,713 shares
    Change vs previous 13F +5,271 shares

    0.8% of the 13F portfolio, value $31,411,584.

    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 562,442 shares
    Change vs previous 13F -564,954 shares

    0.72% of the 13F portfolio, value $29,438,219.

    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 1,127,396 shares
    Change vs previous 13F +605,984 shares

    0.85% of the 13F portfolio, value $57,750,876.

    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 521,412 shares
    Change vs previous 13F -6,347 shares

    0.93% of the 13F portfolio, value $26,665,035.

    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 527,759 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $27,897,348.

    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).