Skip to content
Disclosery

Geneos Wealth Management Inc.: VZ position timeline

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

Geneos Wealth Management Inc. held 159,951 VZ 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 159,951 shares
    Change vs previous 13F +6,437 shares

    0.14% of the 13F portfolio, value $6,772,345.

    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 153,514 shares
    Change vs previous 13F +14,106 shares

    0.18% of the 13F portfolio, value $7,706,397.

    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 139,408 shares
    Change vs previous 13F -11,143 shares

    0.14% of the 13F portfolio, value $5,678,073.

    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 150,551 shares
    Change vs previous 13F -12,627 shares

    0.17% of the 13F portfolio, value $6,616,732.

    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 163,178 shares
    Change vs previous 13F -156,689 shares

    0.17% of the 13F portfolio, value $7,060,693.

    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 319,867 shares
    Change vs previous 13F +157,986 shares

    0.21% of the 13F portfolio, value $14,509,175.

    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 161,881 shares
    Change vs previous 13F +4,224 shares

    0.23% of the 13F portfolio, value $6,473,611.

    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 157,657 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,080,374.

    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).