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Disclosery

Geneos Wealth Management Inc.: XLF position timeline

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

Geneos Wealth Management Inc. held 109,367 XLF 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 109,367 shares
    Change vs previous 13F +48,315 shares

    0.12% of the 13F portfolio, value $5,863,190.

    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 61,052 shares
    Change vs previous 13F -68,216 shares

    0.07% of the 13F portfolio, value $3,014,125.

    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 129,268 shares
    Change vs previous 13F +18,303 shares

    0.17% of the 13F portfolio, value $7,080,007.

    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 110,965 shares
    Change vs previous 13F +7,918 shares

    0.15% of the 13F portfolio, value $5,977,704.

    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 103,047 shares
    Change vs previous 13F -167,647 shares

    0.13% of the 13F portfolio, value $5,396,572.

    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 270,694 shares
    Change vs previous 13F +60,415 shares

    0.2% of the 13F portfolio, value $13,483,258.

    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 210,279 shares
    Change vs previous 13F +77,740 shares

    0.36% of the 13F portfolio, value $10,162,776.

    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 132,539 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,006,679.

    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).