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Disclosery

Geneos Wealth Management Inc.: XLK position timeline

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

Geneos Wealth Management Inc. held 56,067 XLK 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 56,067 shares
    Change vs previous 13F +35,940 shares

    0.22% of the 13F portfolio, value $10,681,820.

    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 20,127 shares
    Change vs previous 13F -24,074 shares

    0.06% of the 13F portfolio, value $2,674,890.

    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 44,201 shares
    Change vs previous 13F +11,469 shares

    0.16% of the 13F portfolio, value $6,363,592.

    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 32,732 shares
    Change vs previous 13F -2,617 shares

    0.23% of the 13F portfolio, value $9,225,892.

    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 35,349 shares
    Change vs previous 13F +17,098 shares

    0.22% of the 13F portfolio, value $8,951,356.

    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 18,251 shares
    Change vs previous 13F -374 shares

    0.06% of the 13F portfolio, value $3,768,521.

    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 18,625 shares
    Change vs previous 13F -842 shares

    0.15% of the 13F portfolio, value $4,330,763.

    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 19,467 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,394,909.

    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).