Geneos Wealth Management Inc.

Position in IBB — iShares Biotechnology ETF

CIK 1764754 ENGLEWOOD, CO

Position in IBB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$58,759

-$19,212 QoQ

Shares Held

348

-24.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$58,759	348	-24.7%	Shares	Sole	2026-05-05
2025-12-31	$77,971	462	-28.7%	Shares	Sole	2026-01-28
2025-09-30	$93,551	648	0.0%	Shares	Sole	2025-10-22
2025-06-30	$81,978	648	-25.8%	Shares	Sole	2025-08-18
2025-03-31	$111,656	873	0.0%	Shares	Sole	2025-05-08
2024-12-31	$115,419	873	+52.4%	Shares	Sole	2025-01-21
2024-09-30	$83,428	573	-12.4%	Shares	Sole	2024-11-14
2024-06-30	$89,768	654	-30.9%	Shares	Sole	2024-07-23
2024-03-31	$129,810	946	+113.1%	Shares	Sole	2024-05-03
2023-12-31	$60,317	444	-31.1%	Shares	Sole	2024-01-26
2023-09-30	$78,754	644	+16.7%	Shares	Sole	2023-10-11
2023-06-30	$70,081	552	0.0%	Shares	Sole	2023-08-08
2023-03-31	$71,296	552	-6.9%	Shares	Sole	2023-04-25
2022-12-31	$77,854	593	+11.9%	Shares	Sole	2023-01-31
2022-09-30	$61,988	530	-57.2%	Shares	Sole	2022-11-14
2022-06-30	$145,743	1,239	+2.2%	Shares	Sole	2022-07-22
2022-03-31	$157,923	1,212	-43.2%	Shares	Sole	2022-05-16
2021-12-31	$325,538	2,133	-10.9%	Shares	Sole	2022-02-09
2021-09-30	$387,061	2,394	-1.9%	Shares	Sole	2021-11-09
2021-06-30	$399,469	2,441	-10.0%	Shares	Sole	2021-07-08
2021-03-31	$408,168	2,711	-36.6%	Shares	Sole	2021-06-17
2020-12-31	$648,225	4,279	-54.8%	Shares	Sole	2021-05-19
2020-09-30	$1,282,468	9,471	+321.9%	Shares	Sole	2021-09-07
2020-06-30	$306,869	2,245	+9.0%	Shares	Sole	2021-09-07
2020-03-31	$221,836	2,059	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.