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Disclosery

Geneos Wealth Management Inc.: USIG position timeline

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

Geneos Wealth Management Inc. held 2,132 USIG 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 2,132 shares
    Change vs previous 13F +1,105 shares

    <0.01% of the 13F portfolio, value $109,364.

    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 1,027 shares
    Change vs previous 13F +137 shares

    <0.01% of the 13F portfolio, value $52,593.

    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 890 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $46,086.

    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 890 shares
    Change vs previous 13F -25,987 shares

    <0.01% of the 13F portfolio, value $46,454.

    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 26,877 shares
    Change vs previous 13F -14,686 shares

    0.03% of the 13F portfolio, value $1,382,540.

    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 41,563 shares
    Change vs previous 13F +37,327 shares

    0.03% of the 13F portfolio, value $2,123,012.

    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 4,236 shares
    Change vs previous 13F -507 shares

    0.01% of the 13F portfolio, value $212,974.

    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 4,743 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $249,374.

    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).