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Disclosery

Geneos Wealth Management Inc.: XLV position timeline

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

Geneos Wealth Management Inc. held 8,269 XLV 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 8,269 shares
    Change vs previous 13F -196 shares

    0.03% of the 13F portfolio, value $1,311,973.

    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 8,465 shares
    Change vs previous 13F -408 shares

    0.03% of the 13F portfolio, value $1,241,021.

    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 8,873 shares
    Change vs previous 13F +1,042 shares

    0.03% of the 13F portfolio, value $1,373,492.

    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 7,831 shares
    Change vs previous 13F -802 shares

    0.03% of the 13F portfolio, value $1,089,788.

    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 8,633 shares
    Change vs previous 13F -44,847 shares

    0.03% of the 13F portfolio, value $1,163,678.

    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 53,480 shares
    Change vs previous 13F +46,833 shares

    0.11% of the 13F portfolio, value $7,808,627.

    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 6,647 shares
    Change vs previous 13F +119 shares

    0.03% of the 13F portfolio, value $914,434.

    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 6,528 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,005,461.

    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).