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Geneos Wealth Management Inc.: XHLF position timeline

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

Geneos Wealth Management Inc. held 252 XHLF 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 252 shares
    Change vs previous 13F -1,979 shares

    <0.01% of the 13F portfolio, value $12,676.

    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 2,231 shares
    Change vs previous 13F -216 shares

    <0.01% of the 13F portfolio, value $112,286.

    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 2,447 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $122,962.

    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 2,662 shares
    Change vs previous 13F -1,069 shares

    <0.01% of the 13F portfolio, value $134,218.

    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 3,731 shares
    Change vs previous 13F +3,353 shares

    <0.01% of the 13F portfolio, value $187,819.

    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 378 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $19,036.

    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 126 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,323.

    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).