Geneos Wealth Management Inc.

Position in BCS — Barclays PLC

CIK 1764754 ENGLEWOOD, CO

Position in BCS

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

Position Value

$3,384

+$718 QoQ

Shares Held

126

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#515

of 552 holders

Holding Since

Jun 2020

18 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $35,054,885 across 15 Banks - Diversified names. BCS ranks #14 (0.0% 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/	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

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,384	126	0.0%	Shares	Sole	2026-08-06
2026-03-31	$2,666	126	-28.8%	Shares	Sole	2026-05-05
2025-12-31	$4,504	177	+40.5%	Shares	Sole	2026-01-28
2025-09-30	$2,604	126	-99.2%	Shares	Sole	2025-10-22
2025-06-30	$309,002	16,622	-39.0%	Shares	Sole	2025-08-18
2025-03-31	$418,790	27,265	+161.2%	Shares	Sole	2025-05-08
2024-12-31	$138,747	10,440	-0.7%	Shares	Sole	2025-01-21
2024-09-30	$127,720	10,512	+8242.9%	Shares	Sole	2024-11-14
2024-06-30	$1,349	126	0.0%	Shares	Sole	2024-07-23
2024-03-31	$1,190	126	0.0%	Shares	Sole	2024-05-03
2023-12-31	$992	126	-37.0%	Shares	Sole	2024-01-26
2022-03-31	$1,580	200	0.0%	Shares	Sole	2022-05-16
2021-12-31	$2,070	200	0.0%	Shares	Sole	2022-02-09
2021-09-30	$2,064	200	0.0%	Shares	Sole	2021-11-09
2021-06-30	$1,930	200	0.0%	Shares	Sole	2021-07-08
2021-03-31	$2,046	200	0.0%	Shares	Sole	2021-06-17
2020-12-31	$1,598	200	0.0%	Shares	Sole	2021-05-19
2020-06-30	$1,132	200	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.