Geneos Wealth Management Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 1764754
ENGLEWOOD, CO
Position in BNY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,484,277
+$348,514 QoQ
Shares Held
10,264
+7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#791
of 1,868 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in BNY 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. BNY ranks #4 (4.2% 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
This page
|
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 BNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,484,277 | 10,264 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,135,763 | 9,574 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,141,048 | 9,829 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,153,341 | 10,585 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,182,516 | 12,979 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,265,011 | 15,083 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $736,722 | 9,589 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $660,321 | 9,189 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $386,050 | 6,446 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $318,523 | 5,528 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $245,832 | 4,723 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $221,438 | 5,192 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $228,521 | 5,133 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $189,393 | 4,168 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $201,608 | 4,429 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $180,158 | 4,677 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $296,391 | 7,106 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $402,400 | 8,108 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $516,447 | 8,892 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $437,322 | 8,436 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $462,401 | 9,026 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $406,694 | 8,600 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $361,801 | 8,525 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $433,164 | 12,614 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $398,288 | 10,305 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $351,686 | 10,442 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||