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Disclosery

Geneos Wealth Management Inc.: XLU position timeline

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

Geneos Wealth Management Inc. held 41,350 XLU 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 41,350 shares
    Change vs previous 13F -45,565 shares

    0.04% of the 13F portfolio, value $1,874,831.

    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 86,915 shares
    Change vs previous 13F +38,872 shares

    0.09% of the 13F portfolio, value $3,988,514.

    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 48,043 shares
    Change vs previous 13F +24,678 shares

    0.05% of the 13F portfolio, value $2,050,961.

    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 23,365 shares
    Change vs previous 13F -18,736 shares

    0.05% of the 13F portfolio, value $2,037,645.

    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 42,101 shares
    Change vs previous 13F +20,372 shares

    0.08% of the 13F portfolio, value $3,437,933.

    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 21,729 shares
    Change vs previous 13F -624 shares

    0.03% of the 13F portfolio, value $1,713,332.

    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 22,353 shares
    Change vs previous 13F -39,909 shares

    0.06% of the 13F portfolio, value $1,691,899.

    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 62,262 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,029,524.

    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).