Geneos Wealth Management Inc.

Position in C — Citigroup Inc

CIK 1764754 ENGLEWOOD, CO

Position in C

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

Position Value

$788,254

+$35,439 QoQ

Shares Held

5,632

-15.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,469

of 2,617 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. C ranks #6 (2.2% 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 This page	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	$788,254	5,632	-15.2%	Shares	Sole	2026-08-06
2026-03-31	$752,815	6,638	-1.7%	Shares	Sole	2026-05-05
2025-12-31	$788,357	6,756	+16.6%	Shares	Sole	2026-01-28
2025-09-30	$587,888	5,792	-51.3%	Shares	Sole	2025-10-22
2025-06-30	$1,012,672	11,897	+91.1%	Shares	Sole	2025-08-18
2025-03-31	$441,912	6,225	-28.1%	Shares	Sole	2025-05-08
2024-12-31	$609,084	8,653	-16.9%	Shares	Sole	2025-01-21
2024-09-30	$651,666	10,410	+55.4%	Shares	Sole	2024-11-14
2024-06-30	$424,991	6,697	+3.6%	Shares	Sole	2024-07-23
2024-03-31	$408,720	6,463	+7.3%	Shares	Sole	2024-05-03
2023-12-31	$309,977	6,026	-6.9%	Shares	Sole	2024-01-26
2023-09-30	$266,193	6,472	+6.3%	Shares	Sole	2023-10-11
2023-06-30	$280,199	6,086	+1.2%	Shares	Sole	2023-08-08
2023-03-31	$281,902	6,012	-6.2%	Shares	Sole	2023-04-25
2022-12-31	$289,788	6,407	-17.3%	Shares	Sole	2023-01-31
2022-09-30	$322,859	7,748	-33.4%	Shares	Sole	2022-11-14
2022-06-30	$535,185	11,637	-2.4%	Shares	Sole	2022-07-22
2022-03-31	$636,421	11,918	-1.6%	Shares	Sole	2022-05-16
2021-12-31	$731,745	12,117	-17.5%	Shares	Sole	2022-02-09
2021-09-30	$1,030,523	14,684	-11.0%	Shares	Sole	2021-11-09
2021-06-30	$1,167,162	16,497	-8.6%	Shares	Sole	2021-07-08
2021-03-31	$1,312,919	18,047	+1.9%	Shares	Sole	2021-06-17
2020-12-31	$1,091,505	17,702	-0.8%	Shares	Sole	2021-05-19
2020-09-30	$769,599	17,852	-8.0%	Shares	Sole	2021-09-07
2020-06-30	$991,902	19,411	-14.0%	Shares	Sole	2021-09-07
2020-03-31	$951,069	22,580	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.