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Disclosery

Geneos Wealth Management Inc.: SYLD position timeline

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

Geneos Wealth Management Inc. held 12,345 SYLD 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 12,345 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $976,366.

    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 12,345 shares
    Change vs previous 13F -6,731 shares

    0.02% of the 13F portfolio, value $930,936.

    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 19,076 shares
    Change vs previous 13F -4,271 shares

    0.03% of the 13F portfolio, value $1,326,177.

    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 23,347 shares
    Change vs previous 13F -590 shares

    0.04% of the 13F portfolio, value $1,603,024.

    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 23,937 shares
    Change vs previous 13F -25,523 shares

    0.04% of the 13F portfolio, value $1,556,652.

    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 49,460 shares
    Change vs previous 13F +12,920 shares

    0.05% of the 13F portfolio, value $3,155,511.

    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 36,540 shares
    Change vs previous 13F -270 shares

    0.09% of the 13F portfolio, value $2,501,897.

    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 36,810 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,663,974.

    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).