Geneos Wealth Management Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1764754 ENGLEWOOD, CO

Position in VB

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

Position Value

$1,665,025

+$257,650 QoQ

Shares Held

6,357

+16.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.10%

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	$1,665,025	6,357	+16.5%	Shares	Sole	2026-05-05
2025-12-31	$1,407,375	5,456	+4.9%	Shares	Sole	2026-01-28
2025-09-30	$1,322,764	5,202	-59.2%	Shares	Sole	2025-10-22
2025-06-30	$3,021,495	12,750	+159.1%	Shares	Sole	2025-08-18
2025-03-31	$1,091,010	4,920	-53.7%	Shares	Sole	2025-05-08
2024-12-31	$2,551,533	10,619	+29.0%	Shares	Sole	2025-01-21
2024-09-30	$1,952,475	8,231	+313.0%	Shares	Sole	2024-11-14
2024-06-30	$434,553	1,993	+7.3%	Shares	Sole	2024-07-23
2024-03-31	$424,720	1,858	-20.8%	Shares	Sole	2024-05-03
2023-12-31	$500,258	2,345	-49.1%	Shares	Sole	2024-01-26
2023-09-30	$871,423	4,609	-0.3%	Shares	Sole	2023-10-11
2023-06-30	$919,070	4,621	+64.3%	Shares	Sole	2023-08-08
2023-03-31	$533,232	2,813	+6.4%	Shares	Sole	2023-04-25
2022-12-31	$485,279	2,644	-0.8%	Shares	Sole	2023-01-31
2022-09-30	$455,475	2,665	-26.0%	Shares	Sole	2022-11-14
2022-06-30	$634,348	3,602	-2.4%	Shares	Sole	2022-07-22
2022-03-31	$784,198	3,690	+25.8%	Shares	Sole	2022-05-16
2021-12-31	$662,887	2,933	-2.8%	Shares	Sole	2022-02-09
2021-09-30	$660,164	3,019	-3.2%	Shares	Sole	2021-11-09
2021-06-30	$702,423	3,118	-86.6%	Shares	Sole	2021-07-08
2021-03-31	$4,963,444	23,185	-2.3%	Shares	Sole	2021-06-17
2020-12-31	$649,000	23,738	+884.6%	Shares	Sole	2021-05-19
2020-09-30	$370,811	2,411	-33.3%	Shares	Sole	2021-09-07
2020-06-30	$527,069	3,617	-10.5%	Shares	Sole	2021-09-07
2020-03-31	$466,723	4,043	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.