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Geneos Wealth Management Inc.: VWO position timeline

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

Geneos Wealth Management Inc. held 213,795 VWO 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 213,795 shares
    Change vs previous 13F +10,240 shares

    0.26% of the 13F portfolio, value $12,761,426.

    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 203,555 shares
    Change vs previous 13F +37,229 shares

    0.26% of the 13F portfolio, value $11,002,133.

    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 166,326 shares
    Change vs previous 13F +11,845 shares

    0.22% of the 13F portfolio, value $8,941,671.

    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 154,481 shares
    Change vs previous 13F -116,688 shares

    0.21% of the 13F portfolio, value $8,369,781.

    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 271,169 shares
    Change vs previous 13F -102,114 shares

    0.33% of the 13F portfolio, value $13,412,011.

    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 373,283 shares
    Change vs previous 13F +239,018 shares

    0.36% of the 13F portfolio, value $24,370,598.

    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 134,265 shares
    Change vs previous 13F -6,603 shares

    0.21% of the 13F portfolio, value $5,913,028.

    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 140,868 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,740,548.

    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).