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Geneos Wealth Management Inc.: VCLT position timeline

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

Geneos Wealth Management Inc. held 32,434 VCLT 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 32,434 shares
    Change vs previous 13F +6,670 shares

    0.05% of the 13F portfolio, value $2,440,621.

    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 25,764 shares
    Change vs previous 13F +5,657 shares

    0.04% of the 13F portfolio, value $1,925,069.

    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 20,107 shares
    Change vs previous 13F +8,897 shares

    0.04% of the 13F portfolio, value $1,525,088.

    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 11,210 shares
    Change vs previous 13F +606 shares

    0.02% of the 13F portfolio, value $870,429.

    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 10,604 shares
    Change vs previous 13F -4,605 shares

    0.02% of the 13F portfolio, value $804,872.

    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 15,209 shares
    Change vs previous 13F +10,010 shares

    0.02% of the 13F portfolio, value $1,154,461.

    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 5,199 shares
    Change vs previous 13F +1,089 shares

    0.01% of the 13F portfolio, value $388,753.

    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 4,110 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $333,878.

    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).