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Geneos Wealth Management Inc.: VXF position timeline

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

Geneos Wealth Management Inc. held 31,257 VXF 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 31,257 shares
    Change vs previous 13F +4,911 shares

    0.16% of the 13F portfolio, value $7,695,688.

    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 26,346 shares
    Change vs previous 13F +5,880 shares

    0.13% of the 13F portfolio, value $5,422,032.

    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 20,466 shares
    Change vs previous 13F +1,244 shares

    0.1% of the 13F portfolio, value $4,279,872.

    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 19,222 shares
    Change vs previous 13F +1,330 shares

    0.1% of the 13F portfolio, value $4,023,991.

    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 17,892 shares
    Change vs previous 13F -10,808 shares

    0.08% of the 13F portfolio, value $3,447,973.

    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 28,700 shares
    Change vs previous 13F +16,277 shares

    0.07% of the 13F portfolio, value $4,943,876.

    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 12,423 shares
    Change vs previous 13F +516 shares

    0.08% of the 13F portfolio, value $2,360,174.

    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 11,907 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,166,881.

    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).