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Disclosery

Geneos Wealth Management Inc.: SYK position timeline

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

Geneos Wealth Management Inc. held 22,996 SYK 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 22,996 shares
    Change vs previous 13F -962 shares

    0.15% of the 13F portfolio, value $7,240,067.

    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 23,958 shares
    Change vs previous 13F +1,626 shares

    0.18% of the 13F portfolio, value $7,872,296.

    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 22,332 shares
    Change vs previous 13F -367 shares

    0.19% of the 13F portfolio, value $7,848,874.

    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 22,699 shares
    Change vs previous 13F -433 shares

    0.21% of the 13F portfolio, value $8,391,175.

    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 23,132 shares
    Change vs previous 13F -16,696 shares

    0.22% of the 13F portfolio, value $9,151,692.

    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 39,828 shares
    Change vs previous 13F +25,810 shares

    0.22% of the 13F portfolio, value $14,825,945.

    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 14,018 shares
    Change vs previous 13F +92 shares

    0.18% of the 13F portfolio, value $5,047,247.

    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 13,926 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,030,868.

    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).