Geneos Wealth Management Inc.

Position in ATI — Ati Inc

CIK 1764754 ENGLEWOOD, CO

Position in ATI

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

Position Value

$788

+$207 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#769

of 787 holders

Holding Since

Mar 2020

12 quarters on record

Industrials · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $750,649 across 4 Metal Fabrication names. ATI ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRS	Carpenter Technology Corp	702	$433,021
2	CMC	COMMERCIAL METALS Co	5,032	$315,758
3	RYZ	Ryerson Holding Corp	44	$1,082
4	ATI	Ati Inc This page	4	$788

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$788	4	0.0%	Shares	Sole	2026-08-06
2026-03-31	$581	4	-97.9%	Shares	Sole	2026-05-05
2022-06-30	$4,360	192	0.0%	Shares	Sole	2022-07-22
2022-03-31	$5,153	192	0.0%	Shares	Sole	2022-05-16
2021-12-31	$3,058	192	0.0%	Shares	Sole	2022-02-09
2021-09-30	$3,192	192	0.0%	Shares	Sole	2021-11-09
2021-06-30	$4,003	192	0.0%	Shares	Sole	2021-07-08
2021-03-31	$4,043	192	0.0%	Shares	Sole	2021-06-17
2020-12-31	$3,219	192	-56.6%	Shares	Sole	2021-05-19
2020-09-30	$3,854	442	0.0%	Shares	Sole	2021-09-07
2020-06-30	$4,503	442	0.0%	Shares	Sole	2021-09-07
2020-03-31	$3,757	442	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.