Position in CL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$303,552
+$26,725 QoQ
Shares Held
3,311
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,421
of 2,002 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Geneos Wealth Management Inc. holds $8,649,692 across 9 Household & Personal Products names. CL ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHD |
Church & Dwight Co Inc /De/
|
41,434 | $4,014,125 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
24,265 | $3,558,219 | |
| 3 | KMB |
Kimberly Clark Corp
|
5,509 | $604,722 | |
| 4 | CL |
Colgate Palmolive Co
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|
3,311 | $303,552 | |
| 5 | CLX |
Clorox Co /De/
|
1,402 | $133,806 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
291 | $21,534 | |
| 7 | KVUE |
Kenvue Inc.
|
316 | $6,038 | |
| 8 | NWL |
Newell Brands Inc.
|
855 | $5,249 |
All Filings in CL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,552 | 3,311 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $276,827 | 3,248 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $262,820 | 3,326 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $271,556 | 3,397 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $544,581 | 5,991 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $737,887 | 7,875 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $384,367 | 4,228 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $453,857 | 4,372 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $329,256 | 3,393 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $306,980 | 3,409 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $437,926 | 5,494 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $417,202 | 5,867 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $555,227 | 7,207 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $808,839 | 10,763 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,013,239 | 12,860 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $798,461 | 11,366 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,124,203 | 14,028 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,012,254 | 13,349 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,174,193 | 13,759 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,116,089 | 14,767 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,276,462 | 15,691 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,260,412 | 15,989 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,391,504 | 16,273 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $1,103,707 | 14,306 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $999,632 | 13,645 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $1,109,804 | 16,724 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||