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Geneos Wealth Management Inc.: VOO position timeline

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

Geneos Wealth Management Inc. held 151,524 VOO 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 151,524 shares
    Change vs previous 13F +30,638 shares

    2.12% of the 13F portfolio, value $104,068,409.

    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 120,886 shares
    Change vs previous 13F +13,479 shares

    1.68% of the 13F portfolio, value $72,235,502.

    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 107,407 shares
    Change vs previous 13F +21,234 shares

    1.65% of the 13F portfolio, value $67,357,918.

    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 86,173 shares
    Change vs previous 13F +5,620 shares

    1.34% of the 13F portfolio, value $52,770,627.

    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 80,553 shares
    Change vs previous 13F -59,352 shares

    1.12% of the 13F portfolio, value $45,756,411.

    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 139,905 shares
    Change vs previous 13F +80,828 shares

    1.05% of the 13F portfolio, value $71,898,450.

    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 59,077 shares
    Change vs previous 13F -1,315 shares

    1.11% of the 13F portfolio, value $31,831,051.

    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 60,392 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $31,866,787.

    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).