Geneos Wealth Management Inc.

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1764754 ENGLEWOOD, CO

Position in VIG

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

Position Value

$3,958,609

-$52,156 QoQ

Shares Held

18,407

+0.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.24%

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	$3,958,609	18,407	+0.9%	Shares	Sole	2026-05-05
2025-12-31	$4,010,765	18,249	-4.3%	Shares	Sole	2026-01-28
2025-09-30	$4,114,252	19,066	+0.9%	Shares	Sole	2025-10-22
2025-06-30	$3,867,034	18,894	-5.2%	Shares	Sole	2025-08-18
2025-03-31	$3,866,414	19,931	+42.7%	Shares	Sole	2025-05-08
2024-12-31	$2,734,374	13,963	+14.2%	Shares	Sole	2025-01-21
2024-09-30	$2,420,887	12,223	-4.7%	Shares	Sole	2024-11-14
2024-06-30	$2,341,751	12,828	+4.7%	Shares	Sole	2024-07-23
2024-03-31	$2,238,433	12,258	-14.7%	Shares	Sole	2024-05-03
2023-12-31	$2,450,011	14,378	+19.3%	Shares	Sole	2024-01-26
2023-09-30	$1,872,173	12,049	-11.7%	Shares	Sole	2023-10-11
2023-06-30	$2,216,194	13,644	+12.1%	Shares	Sole	2023-08-08
2023-03-31	$1,874,917	12,174	-15.7%	Shares	Sole	2023-04-25
2022-12-31	$2,193,169	14,443	+14.4%	Shares	Sole	2023-01-31
2022-09-30	$1,706,259	12,624	-46.4%	Shares	Sole	2022-11-14
2022-06-30	$3,375,992	23,531	+5.4%	Shares	Sole	2022-07-22
2022-03-31	$3,619,897	22,323	-76.1%	Shares	Sole	2022-05-16
2021-12-31	$16,046,602	93,430	+365.8%	Shares	Sole	2022-02-09
2021-09-30	$3,080,601	20,056	-3.5%	Shares	Sole	2021-11-09
2021-06-30	$3,218,084	20,790	-49.8%	Shares	Sole	2021-07-08
2021-03-31	$6,085,876	41,378	-3.5%	Shares	Sole	2021-06-17
2020-12-31	$6,055,345	42,894	+100.3%	Shares	Sole	2021-05-19
2020-09-30	$2,755,897	21,420	-6.8%	Shares	Sole	2021-09-07
2020-06-30	$2,691,976	22,973	-10.7%	Shares	Sole	2021-09-07
2020-03-31	$2,661,051	25,738	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.