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Geneos Wealth Management Inc.: V position timeline

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

Geneos Wealth Management Inc. held 35,315 V 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 35,315 shares
    Change vs previous 13F +14,085 shares

    0.25% of the 13F portfolio, value $12,116,288.

    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 21,230 shares
    Change vs previous 13F -356 shares

    0.15% of the 13F portfolio, value $6,416,605.

    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 21,586 shares
    Change vs previous 13F +105 shares

    0.19% of the 13F portfolio, value $7,570,305.

    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 21,481 shares
    Change vs previous 13F -9,165 shares

    0.19% of the 13F portfolio, value $7,333,066.

    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 30,646 shares
    Change vs previous 13F -19,525 shares

    0.27% of the 13F portfolio, value $10,880,920.

    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 50,171 shares
    Change vs previous 13F +24,706 shares

    0.34% of the 13F portfolio, value $22,949,900.

    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 25,465 shares
    Change vs previous 13F -532 shares

    0.28% of the 13F portfolio, value $8,047,925.

    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 25,997 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,147,817.

    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).