Geneos Wealth Management Inc.
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1764754
ENGLEWOOD, CO
Position in CM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$73,140
+$12,879 QoQ
Shares Held
636
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#463
of 558 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CM 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. CM ranks #10 (0.2% 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
|
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 CM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,140 | 636 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $60,261 | 636 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $57,627 | 636 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $50,810 | 636 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $111,344 | 1,572 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $139,624 | 2,480 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $113,371 | 1,793 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $105,566 | 1,721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,984 | 799 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $40,525 | 799 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $43,759 | 909 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $430,926 | 11,161 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $512,245 | 12,002 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $138,204 | 3,258 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $373,717 | 9,239 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $334,851 | 7,652 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $462,392 | 9,526 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $489,923 | 4,026 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $450,970 | 3,869 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $430,619 | 3,869 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $440,524 | 3,869 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $363,978 | 3,719 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $307,179 | 3,594 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $240,523 | 3,219 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $215,576 | 3,219 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $175,011 | 3,019 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||