Geneos Wealth Management Inc.

Position in CMI — Cummins Inc

CIK 1764754 ENGLEWOOD, CO

Position in CMI

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

Position Value

$5,645,057

+$1,389,319 QoQ

Shares Held

7,915

+0.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#541

of 2,094 holders

Holding Since

Mar 2020

26 quarters on record

Industrials · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $30,277,203 across 22 Specialty Industrial Machinery names. CMI ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOV	DOVER Corp	34,023	$7,630,678
2	EMR	Emerson Electric Co	46,386	$6,640,155
3	CMI	Cummins Inc This page	7,915	$5,645,057
4	GEV	GE Vernova Inc.	4,460	$5,239,875
5	ETN	Eaton Corp plc	4,981	$2,122,503
6	PH	Parker-Hannifin Corp	1,152	$1,126,794
7	ITW	Illinois Tool Works Inc	4,092	$1,106,763
8	SMR	NUSCALE POWER Corp	21,820	$218,854

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,645,057	7,915	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$4,255,738	7,910	-0.3%	Shares	Sole	2026-05-05
2025-12-31	$4,050,420	7,935	+0.0%	Shares	Sole	2026-01-28
2025-09-30	$3,351,083	7,934	-2.2%	Shares	Sole	2025-10-22
2025-06-30	$2,657,990	8,116	-40.7%	Shares	Sole	2025-08-18
2025-03-31	$4,290,053	13,687	+95.8%	Shares	Sole	2025-05-08
2024-12-31	$2,437,062	6,991	+3.0%	Shares	Sole	2025-01-21
2024-09-30	$2,197,238	6,786	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$1,846,015	6,666	-0.3%	Shares	Sole	2024-07-23
2024-03-31	$1,969,735	6,685	-1.6%	Shares	Sole	2024-05-03
2023-12-31	$1,627,638	6,794	-0.0%	Shares	Sole	2024-01-26
2023-09-30	$1,552,385	6,795	-56.8%	Shares	Sole	2023-10-11
2023-06-30	$3,860,044	15,745	+7.3%	Shares	Sole	2023-08-08
2023-03-31	$3,504,608	14,671	-5.7%	Shares	Sole	2023-04-25
2022-12-31	$3,768,578	15,554	+135.4%	Shares	Sole	2023-01-31
2022-09-30	$1,344,794	6,608	-6.0%	Shares	Sole	2022-11-14
2022-06-30	$1,360,902	7,032	+1.1%	Shares	Sole	2022-07-22
2022-03-31	$1,426,129	6,953	+0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,516,291	6,951	+5.8%	Shares	Sole	2022-02-09
2021-09-30	$1,475,583	6,571	+0.4%	Shares	Sole	2021-11-09
2021-06-30	$1,595,736	6,545	-8.6%	Shares	Sole	2021-07-08
2021-03-31	$1,854,968	7,159	0.0%	Shares	Sole	2021-06-17
2020-12-31	$1,625,808	7,159	+7.0%	Shares	Sole	2021-05-19
2020-09-30	$1,412,449	6,689	-4.5%	Shares	Sole	2021-09-07
2020-06-30	$1,212,993	7,001	-2.9%	Shares	Sole	2021-09-07
2020-03-31	$975,251	7,207	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.