Geneos Wealth Management Inc.
Position in AUB — Atlantic Union Bankshares Corp
CIK 1764754
ENGLEWOOD, CO
Position in AUB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$456,185
+$13,241 QoQ
Shares Held
12,764
+1.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in AUB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Geneos Wealth Management Inc. holds $13,474,743 across 51 Banks - Regional names. AUB ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
285,169 | $4,462,894 | |
| 2 | USB |
US Bancorp De
|
25,649 | $1,334,004 | |
| 3 | TFC |
Truist Financial Corp
|
27,337 | $1,256,681 | |
| 4 | BFST |
Business First Bancshares, Inc.
|
38,237 | $1,033,928 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
19,308 | $822,134 | |
| 6 | SMBK |
Smartfinancial Inc.
|
13,098 | $511,869 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
2,308 | $480,271 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
This page
|
12,764 | $456,185 |
All Filings in AUB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $456,185 | 12,764 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $442,944 | 12,548 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $446,912 | 12,664 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $411,081 | 13,142 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $158,689 | 5,096 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $193,036 | 5,096 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $194,151 | 5,154 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $153,606 | 4,676 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $167,722 | 4,750 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $173,565 | 4,750 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $136,705 | 4,750 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $123,288 | 4,751 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $166,522 | 4,751 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $166,950 | 4,751 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $144,335 | 4,751 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $68,552 | 2,021 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $74,150 | 2,021 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $71,037 | 1,905 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $70,199 | 1,905 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $90,368 | 2,495 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $95,708 | 2,495 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $82,185 | 2,495 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $89,070 | 4,168 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $96,530 | 4,168 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $91,279 | 4,168 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||