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Disclosery

Geneos Wealth Management Inc.: VBR position timeline

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

Geneos Wealth Management Inc. held 18,288 VBR 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 18,288 shares
    Change vs previous 13F +1,654 shares

    0.09% of the 13F portfolio, value $4,443,687.

    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 16,634 shares
    Change vs previous 13F +453 shares

    0.08% of the 13F portfolio, value $3,613,681.

    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 16,181 shares
    Change vs previous 13F +788 shares

    0.08% of the 13F portfolio, value $3,426,911.

    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 15,393 shares
    Change vs previous 13F -10,390 shares

    0.08% of the 13F portfolio, value $3,212,603.

    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 25,783 shares
    Change vs previous 13F -25,145 shares

    0.12% of the 13F portfolio, value $5,027,979.

    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 50,928 shares
    Change vs previous 13F +35,722 shares

    0.14% of the 13F portfolio, value $9,487,374.

    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 15,206 shares
    Change vs previous 13F +200 shares

    0.11% of the 13F portfolio, value $3,013,614.

    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 15,006 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,012,934.

    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).