Geneos Wealth Management Inc.

SEC CIK: 0001764754
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

FISV holding history

Fiserv Inc in every 13F filed by Geneos Wealth Management Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overview All 13F holders of FISV Full Q2 2026 holdings

Shares (Q2 2026): 2,333
Value: $114.4K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of FISV by Geneos Wealth Management Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,333	$114.4K	<0.1%	−179−7.1%	Reduced	Holders
Q1 2026	2,512	$140.2K	<0.1%	+430+20.7%	Added	Holders
Q4 2025	2,082	$139.8K	<0.1%	−59,784−96.6%	Reduced	Holders
Q3 2025	61,866	$7.98M	0.2%	+1,470+2.4%	Added	Holders
Q2 2025	60,396	$10.4M	0.3%	+22,123+57.8%	Added	Holders
Q1 2025	38,273	$8.45M	0.3%	+3,618+10.4%	Added	Holders
Q4 2024	34,655	$7.12M	0.2%	−180−0.5%	Reduced	Holders
Q3 2024	34,835	$6.26M	0.2%	−1,323−3.7%	Reduced	Holders
Q2 2024	36,158	$5.39M	0.2%	−1,803−4.7%	Reduced	Holders
Q1 2024	37,961	$6.07M	0.3%	+1,275+3.5%	Added	Holders
Q4 2023	36,686	$4.87M	0.2%	−52−0.1%	Reduced	Holders
Q3 2023	36,738	$4.15M	0.2%	−1,339−3.5%	Reduced	Holders
Q2 2023	38,077	$4.80M	0.3%	+4,147+12.2%	Added	Holders
Q1 2023	33,930	$3.84M	0.2%	−5,350−13.6%	Reduced	Holders
Q4 2022	39,280	$3.97M	0.2%	+1,692+4.5%	Added	Holders
Q3 2022	37,588	$3.52M	0.2%	+70+0.2%	Added	Holders
Q2 2022	37,518	$3.47M	0.2%	+188+0.5%	Added	Holders
Q1 2022	37,330	$3.79M	0.2%	+4,845+14.9%	Added	Holders
Q4 2021	32,485	$3.37M	0.1%	+163+0.5%	Added	Holders
Q3 2021	32,322	$3.55M	0.1%	+1,064+3.4%	Added	Holders
Q2 2021	31,258	$3.42M	0.1%	−2,099−6.3%	Reduced	Holders
Q1 2021	33,357	$4.01M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.