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Geneos Wealth Management Inc.: USMV position timeline

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

Geneos Wealth Management Inc. held 1,177,268 USMV 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 1,177,268 shares
    Change vs previous 13F +33,711 shares

    2.32% of the 13F portfolio, value $113,559,267.

    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 1,143,557 shares
    Change vs previous 13F +569,762 shares

    2.46% of the 13F portfolio, value $106,053,456.

    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 573,795 shares
    Change vs previous 13F +24,169 shares

    1.32% of the 13F portfolio, value $54,028,567.

    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 549,626 shares
    Change vs previous 13F -11,000 shares

    1.33% of the 13F portfolio, value $52,291,433.

    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 560,626 shares
    Change vs previous 13F -644,819 shares

    1.29% of the 13F portfolio, value $52,626,003.

    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 1,205,445 shares
    Change vs previous 13F +651,442 shares

    1.65% of the 13F portfolio, value $112,902,066.

    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 554,003 shares
    Change vs previous 13F +5,547 shares

    1.72% of the 13F portfolio, value $49,189,887.

    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 548,456 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $50,079,505.

    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).