Geneos Wealth Management Inc.
Position in BBVA — Banco Bilbao Vizcaya Argentaria, S.A.
CIK 1764754
ENGLEWOOD, CO
Position in BBVA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$33,054
+$5,135 QoQ
Shares Held
1,319
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#408
of 522 holders
Holding Since
Jun 2023
13 quarters on record
Common Shares in BBVA Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $35,054,885 across 15 Banks - Diversified names. BBVA ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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/
|
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 |
All Filings in BBVA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,054 | 1,319 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $27,919 | 1,289 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $25,897 | 1,111 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,649 | 761 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $123,882 | 8,060 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,511 | 111 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $16,533 | 1,701 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $10,547 | 973 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,113 | 111 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,314 | 111 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,011 | 111 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $18,643 | 2,316 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $17,786 | 2,316 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||