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Disclosery

Geneos Wealth Management Inc.: VBK position timeline

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

Geneos Wealth Management Inc. held 8,167 VBK 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 8,167 shares
    Change vs previous 13F +451 shares

    0.06% of the 13F portfolio, value $2,986,835.

    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 7,716 shares
    Change vs previous 13F +121 shares

    0.05% of the 13F portfolio, value $2,332,304.

    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 7,595 shares
    Change vs previous 13F +229 shares

    0.06% of the 13F portfolio, value $2,294,569.

    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 7,366 shares
    Change vs previous 13F -7,905 shares

    0.06% of the 13F portfolio, value $2,192,264.

    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 15,271 shares
    Change vs previous 13F -16,106 shares

    0.1% of the 13F portfolio, value $4,229,211.

    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 31,377 shares
    Change vs previous 13F +24,293 shares

    0.12% of the 13F portfolio, value $7,899,897.

    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 7,084 shares
    Change vs previous 13F -150 shares

    0.07% of the 13F portfolio, value $1,983,990.

    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 7,234 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,934,037.

    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).