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Disclosery

Geneos Wealth Management Inc.: VTV position timeline

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

Geneos Wealth Management Inc. held 20,787 VTV 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 20,787 shares
    Change vs previous 13F +6,529 shares

    0.09% of the 13F portfolio, value $4,530,105.

    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 14,258 shares
    Change vs previous 13F -1,628 shares

    0.06% of the 13F portfolio, value $2,797,348.

    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 15,886 shares
    Change vs previous 13F -1,482 shares

    0.07% of the 13F portfolio, value $3,033,981.

    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 17,368 shares
    Change vs previous 13F -62,827 shares

    0.08% of the 13F portfolio, value $3,239,039.

    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 80,195 shares
    Change vs previous 13F -124,645 shares

    0.35% of the 13F portfolio, value $14,173,751.

    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 204,840 shares
    Change vs previous 13F +143,854 shares

    0.52% of the 13F portfolio, value $35,384,034.

    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 60,986 shares
    Change vs previous 13F +3,635 shares

    0.36% of the 13F portfolio, value $10,325,001.

    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 57,351 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $10,011,845.

    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).