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Disclosery

Geneos Wealth Management Inc.: VOE position timeline

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

Geneos Wealth Management Inc. held 64,126 VOE 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 64,126 shares
    Change vs previous 13F +829 shares

    0.26% of the 13F portfolio, value $12,671,232.

    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 63,297 shares
    Change vs previous 13F +181 shares

    0.27% of the 13F portfolio, value $11,664,344.

    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 63,116 shares
    Change vs previous 13F +1,181 shares

    0.27% of the 13F portfolio, value $11,194,866.

    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 61,935 shares
    Change vs previous 13F -3,060 shares

    0.27% of the 13F portfolio, value $10,812,632.

    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 64,995 shares
    Change vs previous 13F -70,222 shares

    0.26% of the 13F portfolio, value $10,689,052.

    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 135,217 shares
    Change vs previous 13F +68,239 shares

    0.32% of the 13F portfolio, value $21,707,688.

    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 66,978 shares
    Change vs previous 13F -597 shares

    0.38% of the 13F portfolio, value $10,834,986.

    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 67,575 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $11,330,244.

    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).