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Geneos Wealth Management Inc.: VUG position timeline

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

Geneos Wealth Management Inc. held 239,177 VUG 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 239,177 shares
    Change vs previous 13F +203,739 shares

    0.42% of the 13F portfolio, value $20,602,703.

    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 35,438 shares
    Change vs previous 13F +140 shares

    0.36% of the 13F portfolio, value $15,479,069.

    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 35,298 shares
    Change vs previous 13F +1,696 shares

    0.42% of the 13F portfolio, value $17,220,495.

    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 33,602 shares
    Change vs previous 13F -17,229 shares

    0.41% of the 13F portfolio, value $16,115,694.

    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 50,831 shares
    Change vs previous 13F -57,799 shares

    0.54% of the 13F portfolio, value $22,284,497.

    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 108,630 shares
    Change vs previous 13F +72,914 shares

    0.59% of the 13F portfolio, value $40,282,150.

    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 35,716 shares
    Change vs previous 13F +1,466 shares

    0.51% of the 13F portfolio, value $14,659,201.

    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 34,250 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $13,149,614.

    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).