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Disclosery

Geneos Wealth Management Inc.: VYM position timeline

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

Geneos Wealth Management Inc. held 84,947 VYM 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 84,947 shares
    Change vs previous 13F +10,714 shares

    0.27% of the 13F portfolio, value $13,424,247.

    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 74,233 shares
    Change vs previous 13F +7,283 shares

    0.26% of the 13F portfolio, value $10,993,889.

    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 66,950 shares
    Change vs previous 13F +2,354 shares

    0.24% of the 13F portfolio, value $9,608,673.

    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 64,596 shares
    Change vs previous 13F +3,363 shares

    0.23% of the 13F portfolio, value $9,104,860.

    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 61,233 shares
    Change vs previous 13F -36,729 shares

    0.2% of the 13F portfolio, value $8,163,009.

    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 97,962 shares
    Change vs previous 13F +62,080 shares

    0.18% of the 13F portfolio, value $12,633,218.

    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 35,882 shares
    Change vs previous 13F +3,045 shares

    0.16% of the 13F portfolio, value $4,578,159.

    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 32,837 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,209,754.

    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).