Geneos Wealth Management Inc.
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1764754
ENGLEWOOD, CO
Position in CHTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,835
-$12,867 QoQ
Shares Held
34
-58.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#659
of 777 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $15,546,204 across 12 Telecom Services names. CHTR ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
159,951 | $6,772,325 | |
| 2 | TMUS |
T-Mobile US, Inc.
|
30,993 | $5,198,455 | |
| 3 | T |
At&T Inc.
|
92,224 | $1,909,036 | |
| 4 | CMCSA |
Comcast Corp
|
59,695 | $1,465,512 | |
| 5 | AMX |
America Movil Sab De Cv/
|
3,005 | $78,099 | |
| 6 | ECHO |
EchoStar CORP
|
764 | $77,546 | |
| 7 | IRDM |
Iridium Communications Inc.
|
217 | $11,902 | |
| 8 | TIGO |
Millicom International Cellular SA
|
127 | $11,526 |
All Filings in CHTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,835 | 34 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $17,702 | 82 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,117 | 82 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $23,109 | 84 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $69,088 | 169 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,105 | 3 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $13,368 | 39 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $219,726 | 678 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $191,932 | 642 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $186,584 | 642 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $249,532 | 642 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $281,924 | 641 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $235,484 | 641 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $229,228 | 641 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $217,702 | 642 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $194,750 | 642 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $349,523 | 746 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $452,236 | 829 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $629,803 | 966 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $667,900 | 918 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $663,012 | 919 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $175,233 | 284 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $185,895 | 281 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $193,545 | 310 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $158,112 | 310 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $140,055 | 321 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||