Geneos Wealth Management Inc.

Position in ELV — Elevance Health, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in ELV

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

Position Value

$7,708,302

+$2,076,671 QoQ

Shares Held

19,932

+3.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#390

of 1,597 holders

Holding Since

Mar 2020

26 quarters on record

Healthcare · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $17,541,224 across 6 Healthcare Plans names. ELV ranks #1 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELV	Elevance Health, Inc. This page	19,932	$7,708,302
2	CI	Cigna Group	23,634	$6,515,421
3	UNH	Unitedhealth Group Inc	5,143	$2,137,585
4	CVS	CVS HEALTH Corp	9,580	$991,051
5	HUM	Humana Inc	262	$104,071
6	CNC	Centene Corp	1,321	$84,794

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,708,302	19,932	+3.6%	Shares	Sole	2026-08-06
2026-03-31	$5,631,631	19,237	-3.9%	Shares	Sole	2026-05-05
2025-12-31	$7,018,361	20,021	-0.8%	Shares	Sole	2026-01-28
2025-09-30	$6,519,915	20,178	-35.7%	Shares	Sole	2025-10-22
2025-06-30	$12,197,785	31,360	-4.8%	Shares	Sole	2025-08-18
2025-03-31	$14,324,102	32,932	+41.2%	Shares	Sole	2025-05-08
2024-12-31	$8,603,485	23,322	+8.6%	Shares	Sole	2025-01-21
2024-09-30	$11,163,880	21,469	+3.8%	Shares	Sole	2024-11-14
2024-06-30	$11,209,457	20,687	+0.6%	Shares	Sole	2024-07-23
2024-03-31	$10,664,293	20,566	+2.7%	Shares	Sole	2024-05-03
2023-12-31	$9,441,102	20,021	-5.1%	Shares	Sole	2024-01-26
2023-09-30	$9,186,926	21,099	+6.9%	Shares	Sole	2023-10-11
2023-06-30	$8,770,728	19,741	+23.7%	Shares	Sole	2023-08-08
2023-03-31	$7,336,268	15,955	-19.1%	Shares	Sole	2023-04-25
2022-12-31	$10,117,307	19,723	-11.2%	Shares	Sole	2023-01-31
2022-09-30	$10,087,307	22,207	-9.1%	Shares	Sole	2022-11-14
2022-06-30	$11,783,155	24,417	-1.5%	Shares	Sole	2022-07-22
2022-03-31	$12,174,396	24,784	+11.9%	Shares	Sole	2022-05-16
2021-12-31	$10,263,702	22,142	-0.7%	Shares	Sole	2022-02-09
2021-09-30	$8,314,185	22,302	+6.7%	Shares	Sole	2021-11-09
2021-06-30	$7,983,056	20,909	-5.3%	Shares	Sole	2021-07-08
2021-03-31	$7,921,667	22,069	-2.6%	Shares	Sole	2021-06-17
2020-12-31	$7,275,578	22,659	+11.1%	Shares	Sole	2021-05-19
2020-09-30	$5,479,504	20,401	+10.1%	Shares	Sole	2021-09-07
2020-06-30	$4,871,967	18,526	+22.2%	Shares	Sole	2021-09-07
2020-03-31	$3,442,834	15,164	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.