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Geneos Wealth Management Inc.: VNLA position timeline

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

Geneos Wealth Management Inc. held 1,352,974 VNLA 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 1,352,974 shares
    Change vs previous 13F +32,022 shares

    1.35% of the 13F portfolio, value $66,119,846.

    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 1,320,952 shares
    Change vs previous 13F +600,511 shares

    1.5% of the 13F portfolio, value $64,541,725.

    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 720,441 shares
    Change vs previous 13F +39,293 shares

    0.87% of the 13F portfolio, value $35,402,494.

    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 681,148 shares
    Change vs previous 13F +117,564 shares

    0.85% of the 13F portfolio, value $33,573,765.

    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 563,584 shares
    Change vs previous 13F -573,431 shares

    0.68% of the 13F portfolio, value $27,728,345.

    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 1,137,015 shares
    Change vs previous 13F +599,396 shares

    0.82% of the 13F portfolio, value $55,884,309.

    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 537,619 shares
    Change vs previous 13F +16,524 shares

    0.92% of the 13F portfolio, value $26,294,929.

    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 521,095 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $25,554,514.

    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).