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Geneos Wealth Management Inc.: VONV position timeline

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

Geneos Wealth Management Inc. held 104,939 VONV 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 104,939 shares
    Change vs previous 13F +505 shares

    0.23% of the 13F portfolio, value $11,156,028.

    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 104,434 shares
    Change vs previous 13F +1,064 shares

    0.23% of the 13F portfolio, value $9,789,690.

    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 103,370 shares
    Change vs previous 13F +2,887 shares

    0.23% of the 13F portfolio, value $9,541,031.

    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 100,483 shares
    Change vs previous 13F +1,374 shares

    0.23% of the 13F portfolio, value $8,980,121.

    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 99,109 shares
    Change vs previous 13F -100,446 shares

    0.21% of the 13F portfolio, value $8,445,105.

    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 199,555 shares
    Change vs previous 13F +97,813 shares

    0.24% of the 13F portfolio, value $16,471,235.

    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 101,742 shares
    Change vs previous 13F +1,548 shares

    0.29% of the 13F portfolio, value $8,266,565.

    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 100,194 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,349,138.

    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).