Geneos Wealth Management Inc.

Position in CBU — Community Financial System, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in CBU

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

Position Value

$67,120

+$8,470 QoQ

Shares Held

1,000

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#202

of 275 holders

Holding Since

Mar 2020

15 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $14,807,648 across 51 Banks - Regional names. CBU ranks #21 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	296,754	$5,261,448
2	USB	US Bancorp De	24,463	$1,477,565
3	TFC	Truist Financial Corp	26,724	$1,331,389
4	BFST	Business First Bancshares, Inc.	36,237	$1,113,563
5	NBTB	Nbt Bancorp Inc	19,308	$953,235
6	SMBK	Smartfinancial Inc.	13,098	$614,558
7	PNC	Pnc Financial Services Group, Inc.	2,340	$576,154
8	AUB	Atlantic Union Bankshares Corp	12,764	$540,044

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,120	1,000	0.0%	Shares	Sole	2026-08-06
2026-03-31	$58,650	1,000	0.0%	Shares	Sole	2026-05-05
2025-12-31	$57,440	1,000	0.0%	Shares	Sole	2026-01-28
2025-09-30	$58,640	1,000	0.0%	Shares	Sole	2025-10-22
2025-06-30	$56,870	1,000	0.0%	Shares	Sole	2025-08-18
2025-03-31	$56,860	1,000	-56.2%	Shares	Sole	2025-05-08
2024-12-31	$140,938	2,285	-45.7%	Shares	Sole	2025-01-21
2021-12-31	$313,411	4,208	0.0%	Shares	Sole	2022-02-09
2021-09-30	$287,911	4,208	0.0%	Shares	Sole	2021-11-09
2021-06-30	$318,335	4,208	0.0%	Shares	Sole	2021-07-08
2021-03-31	$322,837	4,208	0.0%	Shares	Sole	2021-06-17
2020-12-31	$262,200	4,208	0.0%	Shares	Sole	2021-05-19
2020-09-30	$229,167	4,208	0.0%	Shares	Sole	2021-09-07
2020-06-30	$239,940	4,208	0.0%	Shares	Sole	2021-09-07
2020-03-31	$247,430	4,208	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.