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Geneos Wealth Management Inc.: VSGX position timeline

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

Geneos Wealth Management Inc. held 17,044 VSGX 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 17,044 shares
    Change vs previous 13F +203 shares

    0.03% of the 13F portfolio, value $1,403,383.

    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 16,841 shares
    Change vs previous 13F +40 shares

    0.03% of the 13F portfolio, value $1,208,028.

    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 16,801 shares
    Change vs previous 13F -532 shares

    0.03% of the 13F portfolio, value $1,203,323.

    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 17,333 shares
    Change vs previous 13F -297 shares

    0.03% of the 13F portfolio, value $1,202,419.

    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 17,630 shares
    Change vs previous 13F -11,405 shares

    0.03% of the 13F portfolio, value $1,154,773.

    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 29,035 shares
    Change vs previous 13F +17,004 shares

    0.03% of the 13F portfolio, value $1,712,473.

    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 12,031 shares
    Change vs previous 13F +2,600 shares

    0.02% of the 13F portfolio, value $682,148.

    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 9,431 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $580,089.

    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).