Geneos Wealth Management Inc.

Position in CRS — Carpenter Technology Corp

CIK 1764754 ENGLEWOOD, CO

Position in CRS

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

Position Value

$433,021

+$177,612 QoQ

Shares Held

702

+8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#596

of 873 holders

Holding Since

Mar 2020

15 quarters on record

Industrials · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $750,649 across 4 Metal Fabrication names. CRS ranks #1 (57.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRS	Carpenter Technology Corp This page	702	$433,021
2	CMC	COMMERCIAL METALS Co	5,032	$315,758
3	RYZ	Ryerson Holding Corp	44	$1,082
4	ATI	Ati Inc	4	$788

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$433,021	702	+8.3%	Shares	Sole	2026-08-06
2026-03-31	$255,409	648	+33.9%	Shares	Sole	2026-05-05
2025-12-31	$152,382	484	+24.1%	Shares	Sole	2026-01-28
2025-09-30	$95,760	390	+282.4%	Shares	Sole	2025-10-22
2025-06-30	$28,190	102	-83.2%	Shares	Sole	2025-08-18
2022-06-30	$16,969	608	0.0%	Shares	Sole	2022-07-22
2022-03-31	$25,523	608	0.0%	Shares	Sole	2022-05-16
2021-12-31	$17,747	608	0.0%	Shares	Sole	2022-02-09
2021-09-30	$19,905	608	0.0%	Shares	Sole	2021-11-09
2021-06-30	$24,453	608	0.0%	Shares	Sole	2021-07-08
2021-03-31	$25,019	608	0.0%	Shares	Sole	2021-06-17
2020-12-31	$17,704	608	0.0%	Shares	Sole	2021-05-19
2020-09-30	$11,041	608	0.0%	Shares	Sole	2021-09-07
2020-06-30	$14,762	608	0.0%	Shares	Sole	2021-09-07
2020-03-31	$11,856	608	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.