Geneos Wealth Management Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1764754 ENGLEWOOD, CO

Position in BAC

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

Position Value

$1,560,397

+$219,382 QoQ

Shares Held

27,385

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,612

of 3,589 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $35,054,885 across 15 Banks - Diversified names. BAC ranks #3 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	73,096	$23,926,513
2	WFC	Wells Fargo & Company/Mn	56,979	$4,708,744
3	BAC	Bank Of America Corp /De/ This page	27,385	$1,560,397
4	BNY	Bank of New York Mellon Corp	10,264	$1,484,277
5	RY	Royal Bank Of Canada	5,761	$1,192,354
6	C	Citigroup Inc	5,632	$788,254
7	HSBC	Hsbc Holdings PLC	5,304	$504,357
8	BMO	Bank Of Montreal /Can/	2,365	$417,895

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,560,397	27,385	-0.4%	Shares	Sole	2026-08-06
2026-03-31	$1,341,015	27,508	-30.4%	Shares	Sole	2026-05-05
2025-12-31	$2,174,205	39,531	-0.8%	Shares	Sole	2026-01-28
2025-09-30	$2,056,686	39,866	-34.3%	Shares	Sole	2025-10-22
2025-06-30	$2,871,188	60,676	+43.8%	Shares	Sole	2025-08-18
2025-03-31	$1,760,588	42,190	+2.1%	Shares	Sole	2025-05-08
2024-12-31	$1,816,585	41,333	-0.1%	Shares	Sole	2025-01-21
2024-09-30	$1,642,474	41,393	+32.8%	Shares	Sole	2024-11-14
2024-06-30	$1,239,829	31,175	-6.2%	Shares	Sole	2024-07-23
2024-03-31	$1,260,195	33,233	-7.2%	Shares	Sole	2024-05-03
2023-12-31	$1,206,160	35,823	-0.5%	Shares	Sole	2024-01-26
2023-09-30	$985,460	35,992	+3.2%	Shares	Sole	2023-10-11
2023-06-30	$1,000,391	34,869	+2.1%	Shares	Sole	2023-08-08
2023-03-31	$976,833	34,155	+29.0%	Shares	Sole	2023-04-25
2022-12-31	$876,686	26,470	-4.5%	Shares	Sole	2023-01-31
2022-09-30	$836,842	27,710	-52.2%	Shares	Sole	2022-11-14
2022-06-30	$1,805,944	58,013	-11.7%	Shares	Sole	2022-07-22
2022-03-31	$2,707,164	65,676	-16.5%	Shares	Sole	2022-05-16
2021-12-31	$3,498,649	78,639	-4.5%	Shares	Sole	2022-02-09
2021-09-30	$3,496,564	82,369	+0.3%	Shares	Sole	2021-11-09
2021-06-30	$3,387,291	82,156	-23.7%	Shares	Sole	2021-07-08
2021-03-31	$4,163,779	107,619	-2.8%	Shares	Sole	2021-06-17
2020-12-31	$3,357,347	110,767	+15.5%	Shares	Sole	2021-05-19
2020-09-30	$2,309,966	95,889	+2.5%	Shares	Sole	2021-09-07
2020-06-30	$2,222,525	93,580	-4.3%	Shares	Sole	2021-09-07
2020-03-31	$2,076,845	97,826	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.