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Geneos Wealth Management Inc.: VTEB position timeline

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

Geneos Wealth Management Inc. held 11,722 VTEB 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 11,722 shares
    Change vs previous 13F +1,460 shares

    0.01% of the 13F portfolio, value $592,898.

    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 10,262 shares
    Change vs previous 13F -381 shares

    0.01% of the 13F portfolio, value $511,966.

    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 10,643 shares
    Change vs previous 13F +388 shares

    0.01% of the 13F portfolio, value $535,258.

    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 10,255 shares
    Change vs previous 13F -125,580 shares

    0.01% of the 13F portfolio, value $513,481.

    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 135,835 shares
    Change vs previous 13F -154,057 shares

    0.16% of the 13F portfolio, value $6,659,970.

    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 289,892 shares
    Change vs previous 13F +219,924 shares

    0.21% of the 13F portfolio, value $14,384,420.

    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 69,968 shares
    Change vs previous 13F -29,864 shares

    0.12% of the 13F portfolio, value $3,507,512.

    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 99,832 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,103,420.

    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).