Geneos Wealth Management Inc.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1764754 ENGLEWOOD, CO

Position in AJG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,773,455

+$442,122 QoQ

Shares Held

25,149

+2.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#334

of 1,284 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $11,400,065 across 4 Insurance Brokers names. AJG ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	25,149	$5,773,455
2	MRSH	Marsh & Mclennan Companies, Inc.	30,788	$5,131,435
3	AON	Aon plc	1,433	$475,311
4	WTW	Willis Towers Watson PLC	76	$19,864

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,773,455	25,149	+2.2%	Shares	Sole	2026-08-06
2026-03-31	$5,331,333	24,616	-8.4%	Shares	Sole	2026-05-05
2025-12-31	$6,955,240	26,876	-2.9%	Shares	Sole	2026-01-28
2025-09-30	$8,572,673	27,677	-49.2%	Shares	Sole	2025-10-22
2025-06-30	$17,454,543	54,525	-3.5%	Shares	Sole	2025-08-18
2025-03-31	$19,514,345	56,524	+210.0%	Shares	Sole	2025-05-08
2024-12-31	$5,175,153	18,232	+1.5%	Shares	Sole	2025-01-21
2024-09-30	$5,052,561	17,957	+2.2%	Shares	Sole	2024-11-14
2024-06-30	$4,555,298	17,567	+1.2%	Shares	Sole	2024-07-23
2024-03-31	$4,340,944	17,361	+3.4%	Shares	Sole	2024-05-03
2023-12-31	$3,777,084	16,796	-3.0%	Shares	Sole	2024-01-26
2023-09-30	$3,945,240	17,309	-3.4%	Shares	Sole	2023-10-11
2023-06-30	$3,933,157	17,913	-1.4%	Shares	Sole	2023-08-08
2023-03-31	$3,475,337	18,166	-23.3%	Shares	Sole	2023-04-25
2022-12-31	$4,463,307	23,673	-0.9%	Shares	Sole	2023-01-31
2022-09-30	$4,091,986	23,899	-0.9%	Shares	Sole	2022-11-14
2022-06-30	$3,929,916	24,104	+3.3%	Shares	Sole	2022-07-22
2022-03-31	$4,075,862	23,344	+16.6%	Shares	Sole	2022-05-16
2021-12-31	$3,396,793	20,020	+3.7%	Shares	Sole	2022-02-09
2021-09-30	$2,870,282	19,309	+8.5%	Shares	Sole	2021-11-09
2021-06-30	$2,492,443	17,793	-8.1%	Shares	Sole	2021-07-08
2021-03-31	$2,414,923	19,355	-3.5%	Shares	Sole	2021-06-17
2020-12-31	$2,480,385	20,050	+4.4%	Shares	Sole	2021-05-19
2020-09-30	$2,028,402	19,212	+12.0%	Shares	Sole	2021-09-07
2020-06-30	$1,672,245	17,153	+10423.3%	Shares	Sole	2021-09-07
2020-03-31	$13,286	163	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.