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Disclosery

Geneos Wealth Management Inc.: VRIG position timeline

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

Geneos Wealth Management Inc. held 14,528 VRIG 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 14,528 shares
    Change vs previous 13F +5,295 shares

    0.01% of the 13F portfolio, value $364,217.

    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 9,233 shares
    Change vs previous 13F -469 shares

    0.01% of the 13F portfolio, value $231,194.

    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 9,702 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $243,520.

    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 9,702 shares
    Change vs previous 13F +4,450 shares

    0.01% of the 13F portfolio, value $243,520.

    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 5,252 shares
    Change vs previous 13F -60,034 shares

    <0.01% of the 13F portfolio, value $131,563.

    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 65,286 shares
    Change vs previous 13F +63,998 shares

    0.02% of the 13F portfolio, value $1,637,373.

    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 1,288 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $32,355.

    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 1,201 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,133.

    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).