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Disclosery

Geneos Wealth Management Inc.: VHT position timeline

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

Geneos Wealth Management Inc. held 815 VHT 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 815 shares
    Change vs previous 13F -219 shares

    <0.01% of the 13F portfolio, value $243,566.

    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 1,034 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $281,716.

    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 1,112 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $320,197.

    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 996 shares
    Change vs previous 13F -2,866 shares

    0.01% of the 13F portfolio, value $258,627.

    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 3,862 shares
    Change vs previous 13F -7,065 shares

    0.02% of the 13F portfolio, value $959,130.

    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 10,927 shares
    Change vs previous 13F +6,107 shares

    0.04% of the 13F portfolio, value $2,892,748.

    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 4,820 shares
    Change vs previous 13F -1,685 shares

    0.04% of the 13F portfolio, value $1,222,847.

    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 6,505 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,835,683.

    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).