Geneos Wealth Management Inc.

Position in BIV — VANGUARD INTERMEDIATE-TERM BOND INDEX FUND

CIK 1764754 ENGLEWOOD, CO

All Filings in BIV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,691,271	465,336	+6.9%	Shares	Sole	2026-08-06
2026-03-31	$33,594,678	435,277	+11.9%	Shares	Sole	2026-05-05
2025-12-31	$30,282,781	388,839	+5.1%	Shares	Sole	2026-01-28
2025-09-30	$28,878,697	369,813	+2.7%	Shares	Sole	2025-10-22
2025-06-30	$27,858,332	360,206	+0.5%	Shares	Sole	2025-08-18
2025-03-31	$27,455,475	358,567	+3.1%	Shares	Sole	2025-05-08
2024-12-31	$25,988,478	347,765	-1.3%	Shares	Sole	2025-01-21
2024-09-30	$27,603,951	352,226	+6.7%	Shares	Sole	2024-11-14
2024-06-30	$24,712,801	329,988	+2.2%	Shares	Sole	2024-07-23
2024-03-31	$24,356,311	323,028	+3.1%	Shares	Sole	2024-05-03
2023-12-31	$23,937,950	313,406	-3.9%	Shares	Sole	2024-01-26
2023-09-30	$23,578,194	326,071	+4.8%	Shares	Sole	2023-10-11
2023-06-30	$23,399,764	311,043	+5.1%	Shares	Sole	2023-08-08
2023-03-31	$22,717,035	296,026	+0.9%	Shares	Sole	2023-04-25
2022-12-31	$21,800,359	293,331	-0.3%	Shares	Sole	2023-01-31
2022-09-30	$21,628,911	294,351	-2.1%	Shares	Sole	2022-11-14
2022-06-30	$23,351,839	300,732	+1.2%	Shares	Sole	2022-07-22
2022-03-31	$24,348,542	297,296	-2.0%	Shares	Sole	2022-05-16
2021-12-31	$26,583,294	303,393	+4.9%	Shares	Sole	2022-02-09
2021-09-30	$25,879,374	289,349	+623.1%	Shares	Sole	2021-11-09
2021-06-30	$3,599,929	40,017	+4.7%	Shares	Sole	2021-07-08
2021-03-31	$3,392,502	38,234	+1.7%	Shares	Sole	2021-06-17
2020-12-31	$3,490,602	37,594	-7.9%	Shares	Sole	2021-05-19
2020-09-30	$3,816,040	40,822	-3.5%	Shares	Sole	2021-09-07
2020-06-30	$3,941,843	42,299	-3.5%	Shares	Sole	2021-09-07
2020-03-31	$3,915,512	43,832	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.