Skip to content
Disclosery

Geneos Wealth Management Inc.: VYMI position timeline

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

Geneos Wealth Management Inc. held 16,692 VYMI 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 16,692 shares
    Change vs previous 13F +6,647 shares

    0.03% of the 13F portfolio, value $1,639,155.

    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 10,045 shares
    Change vs previous 13F +6,838 shares

    0.02% of the 13F portfolio, value $946,665.

    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 3,207 shares
    Change vs previous 13F +149 shares

    0.01% of the 13F portfolio, value $288,647.

    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 3,058 shares
    Change vs previous 13F -616 shares

    0.01% of the 13F portfolio, value $258,973.

    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 3,674 shares
    Change vs previous 13F -2,662 shares

    0.01% of the 13F portfolio, value $294,305.

    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 6,336 shares
    Change vs previous 13F +3,781 shares

    0.01% of the 13F portfolio, value $466,972.

    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 2,555 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $173,437.

    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 2,505 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $183,941.

    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).