Geneos Wealth Management Inc.

Position in AON — Aon plc

CIK 1764754 ENGLEWOOD, CO

Position in AON

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

Position Value

$475,311

+$29,230 QoQ

Shares Held

1,433

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#764

of 1,246 holders

Holding Since

Jun 2020

25 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $11,400,065 across 4 Insurance Brokers names. AON ranks #3 (4.2% of the industry book) .

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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$475,311	1,433	+3.7%	Shares	Sole	2026-08-06
2026-03-31	$446,081	1,382	+226.7%	Shares	Sole	2026-05-05
2025-12-31	$149,268	423	0.0%	Shares	Sole	2026-01-28
2025-09-30	$150,833	423	-32.2%	Shares	Sole	2025-10-22
2025-06-30	$222,618	624	-28.4%	Shares	Sole	2025-08-18
2025-03-31	$347,607	871	+102.6%	Shares	Sole	2025-05-08
2024-12-31	$154,438	430	+0.7%	Shares	Sole	2025-01-21
2024-09-30	$147,737	427	+40.5%	Shares	Sole	2024-11-14
2024-06-30	$89,248	304	0.0%	Shares	Sole	2024-07-23
2024-03-31	$101,450	304	0.0%	Shares	Sole	2024-05-03
2023-12-31	$88,470	304	-10.9%	Shares	Sole	2024-01-26
2023-09-30	$110,559	341	+10.4%	Shares	Sole	2023-10-11
2023-06-30	$106,666	309	0.0%	Shares	Sole	2023-08-08
2023-03-31	$97,424	309	0.0%	Shares	Sole	2023-04-25
2022-12-31	$92,743	309	0.0%	Shares	Sole	2023-01-31
2022-09-30	$82,771	309	0.0%	Shares	Sole	2022-11-14
2022-06-30	$83,331	309	-3.7%	Shares	Sole	2022-07-22
2022-03-31	$104,527	321	-5.3%	Shares	Sole	2022-05-16
2021-12-31	$101,889	339	-30.4%	Shares	Sole	2022-02-09
2021-09-30	$139,169	487	0.0%	Shares	Sole	2021-11-09
2021-06-30	$116,276	487	-21.6%	Shares	Sole	2021-07-08
2021-03-31	$142,898	621	0.0%	Shares	Sole	2021-06-17
2020-12-31	$131,198	621	+1.1%	Shares	Sole	2021-05-19
2020-09-30	$126,668	614	0.0%	Shares	Sole	2021-09-07
2020-06-30	$118,256	614	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.