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Disclosery

Geneos Wealth Management Inc.: VLO position timeline

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

Geneos Wealth Management Inc. held 15,922 VLO 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 15,922 shares
    Change vs previous 13F -4,691 shares

    0.08% of the 13F portfolio, value $4,146,726.

    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 20,613 shares
    Change vs previous 13F -129 shares

    0.12% of the 13F portfolio, value $5,093,060.

    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 20,742 shares
    Change vs previous 13F -1,069 shares

    0.08% of the 13F portfolio, value $3,376,590.

    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 21,811 shares
    Change vs previous 13F -980 shares

    0.09% of the 13F portfolio, value $3,713,468.

    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 22,791 shares
    Change vs previous 13F -20,480 shares

    0.07% of the 13F portfolio, value $3,063,504.

    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 43,271 shares
    Change vs previous 13F +22,444 shares

    0.08% of the 13F portfolio, value $5,714,726.

    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 20,827 shares
    Change vs previous 13F -1,426 shares

    0.09% of the 13F portfolio, value $2,553,213.

    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 22,253 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,004,794.

    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).