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Geneos Wealth Management Inc.: VEA position timeline

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

Geneos Wealth Management Inc. held 474,958 VEA 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 474,958 shares
    Change vs previous 13F +17,126 shares

    0.69% of the 13F portfolio, value $33,840,776.

    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 457,832 shares
    Change vs previous 13F +128,868 shares

    0.68% of the 13F portfolio, value $29,337,884.

    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 328,964 shares
    Change vs previous 13F +17,324 shares

    0.5% of the 13F portfolio, value $20,550,402.

    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 311,640 shares
    Change vs previous 13F -240,820 shares

    0.47% of the 13F portfolio, value $18,673,495.

    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 552,460 shares
    Change vs previous 13F -225,604 shares

    0.77% of the 13F portfolio, value $31,495,739.

    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 778,064 shares
    Change vs previous 13F +474,660 shares

    0.84% of the 13F portfolio, value $57,435,148.

    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 303,404 shares
    Change vs previous 13F +7,048 shares

    0.51% of the 13F portfolio, value $14,508,777.

    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 296,356 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $15,650,574.

    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).