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Disclosery

Geneos Wealth Management Inc.: VO position timeline

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

Geneos Wealth Management Inc. held 20,677 VO 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 20,677 shares
    Change vs previous 13F +16,096 shares

    0.03% of the 13F portfolio, value $1,665,921.

    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 4,581 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $1,315,710.

    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 4,569 shares
    Change vs previous 13F +216 shares

    0.03% of the 13F portfolio, value $1,326,047.

    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 4,353 shares
    Change vs previous 13F -14,308 shares

    0.03% of the 13F portfolio, value $1,278,556.

    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 18,661 shares
    Change vs previous 13F -26,918 shares

    0.13% of the 13F portfolio, value $5,221,879.

    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 45,579 shares
    Change vs previous 13F +33,688 shares

    0.17% of the 13F portfolio, value $11,787,588.

    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 11,891 shares
    Change vs previous 13F +849 shares

    0.11% of the 13F portfolio, value $3,140,868.

    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 11,042 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,913,206.

    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).