Geneos Wealth Management Inc.

Position in BMO — Bank Of Montreal /Can/

CIK 1764754 ENGLEWOOD, CO

Position in BMO

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

Position Value

$417,895

+$49,094 QoQ

Shares Held

2,365

-13.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#397

of 653 holders

Holding Since

Mar 2020

15 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $35,054,885 across 15 Banks - Diversified names. BMO ranks #8 (1.2% 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/ This page	2,365	$417,895

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,895	2,365	-13.2%	Shares	Sole	2026-08-06
2026-03-31	$368,801	2,725	-12.8%	Shares	Sole	2026-05-05
2025-12-31	$405,593	3,125	0.0%	Shares	Sole	2026-01-28
2025-09-30	$407,031	3,125	+12.3%	Shares	Sole	2025-10-22
2025-06-30	$307,883	2,783	-0.7%	Shares	Sole	2025-08-18
2025-03-31	$267,810	2,804	+42.3%	Shares	Sole	2025-05-08
2024-12-31	$191,188	1,970	-80.0%	Shares	Sole	2025-01-21
2021-12-31	$1,063,304	9,871	-1.2%	Shares	Sole	2022-02-09
2021-09-30	$996,601	9,993	-6.6%	Shares	Sole	2021-11-09
2021-06-30	$1,097,802	10,704	-83.3%	Shares	Sole	2021-07-08
2021-03-31	$5,711,344	64,086	-0.0%	Shares	Sole	2021-06-17
2020-12-31	$4,872,914	64,092	-7.8%	Shares	Sole	2021-05-19
2020-09-30	$4,060,663	69,520	-16.0%	Shares	Sole	2021-09-07
2020-06-30	$4,389,250	82,738	+5.8%	Shares	Sole	2021-09-07
2020-03-31	$3,931,940	78,232	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.