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Disclosery

Geneos Wealth Management Inc.: VTI position timeline

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

Geneos Wealth Management Inc. held 74,214 VTI 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 74,214 shares
    Change vs previous 13F +2,182 shares

    0.56% of the 13F portfolio, value $27,462,095.

    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 72,032 shares
    Change vs previous 13F +2,510 shares

    0.54% of the 13F portfolio, value $23,108,428.

    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 69,522 shares
    Change vs previous 13F +814 shares

    0.57% of the 13F portfolio, value $23,308,681.

    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 68,708 shares
    Change vs previous 13F -1,247 shares

    0.57% of the 13F portfolio, value $22,547,886.

    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 69,955 shares
    Change vs previous 13F -71,091 shares

    0.52% of the 13F portfolio, value $21,261,461.

    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 141,046 shares
    Change vs previous 13F +71,275 shares

    0.57% of the 13F portfolio, value $38,765,153.

    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 69,771 shares
    Change vs previous 13F -1,518 shares

    0.71% of the 13F portfolio, value $20,220,241.

    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 71,289 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $20,186,124.

    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).