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Geneos Wealth Management Inc.: VFMF position timeline

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

Geneos Wealth Management Inc. held 44,273 VFMF 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 44,273 shares
    Change vs previous 13F +516 shares

    0.16% of the 13F portfolio, value $7,835,061.

    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 43,757 shares
    Change vs previous 13F +1,116 shares

    0.16% of the 13F portfolio, value $6,785,878.

    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 42,641 shares
    Change vs previous 13F +844 shares

    0.16% of the 13F portfolio, value $6,426,854.

    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 41,797 shares
    Change vs previous 13F +960 shares

    0.15% of the 13F portfolio, value $6,030,056.

    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 40,837 shares
    Change vs previous 13F -29,757 shares

    0.13% of the 13F portfolio, value $5,492,575.

    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 70,594 shares
    Change vs previous 13F +60,207 shares

    0.13% of the 13F portfolio, value $8,916,727.

    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 10,387 shares
    Change vs previous 13F -5,614 shares

    0.05% of the 13F portfolio, value $1,356,334.

    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 16,001 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,086,370.

    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).