Geneos Wealth Management Inc.

Position in EMR — Emerson Electric Co

CIK 1764754 ENGLEWOOD, CO

Position in EMR

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

Position Value

$6,640,155

+$629,744 QoQ

Shares Held

46,386

+1.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#460

of 2,282 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. EMR ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOV	DOVER Corp	34,023	$7,630,678
2	EMR	Emerson Electric Co This page	46,386	$6,640,155
3	CMI	Cummins Inc	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	$6,640,155	46,386	+1.1%	Shares	Sole	2026-08-06
2026-03-31	$6,010,411	45,874	+4.3%	Shares	Sole	2026-05-05
2025-12-31	$5,839,680	44,000	-2.0%	Shares	Sole	2026-01-28
2025-09-30	$5,888,145	44,886	-0.2%	Shares	Sole	2025-10-22
2025-06-30	$5,996,250	44,973	+2.5%	Shares	Sole	2025-08-18
2025-03-31	$4,812,757	43,896	-4.3%	Shares	Sole	2025-05-08
2024-12-31	$5,687,395	45,892	+1.9%	Shares	Sole	2025-01-21
2024-09-30	$4,924,165	45,023	+28.6%	Shares	Sole	2024-11-14
2024-06-30	$3,857,362	35,016	-26.3%	Shares	Sole	2024-07-23
2024-03-31	$5,389,151	47,515	-4.8%	Shares	Sole	2024-05-03
2023-12-31	$4,855,988	49,892	-23.1%	Shares	Sole	2024-01-26
2023-09-30	$6,268,455	64,911	+2.2%	Shares	Sole	2023-10-11
2023-06-30	$5,742,838	63,534	+19.7%	Shares	Sole	2023-08-08
2023-03-31	$4,624,258	53,067	-12.1%	Shares	Sole	2023-04-25
2022-12-31	$5,799,046	60,369	+33.1%	Shares	Sole	2023-01-31
2022-09-30	$3,320,746	45,353	-11.7%	Shares	Sole	2022-11-14
2022-06-30	$4,084,379	51,350	+10.0%	Shares	Sole	2022-07-22
2022-03-31	$4,576,974	46,680	-11.7%	Shares	Sole	2022-05-16
2021-12-31	$4,913,836	52,854	-22.0%	Shares	Sole	2022-02-09
2021-09-30	$6,384,216	67,773	-1.4%	Shares	Sole	2021-11-09
2021-06-30	$6,613,805	68,722	-5.5%	Shares	Sole	2021-07-08
2021-03-31	$6,557,730	72,686	+1.6%	Shares	Sole	2021-06-17
2020-12-31	$5,748,624	71,527	-6.2%	Shares	Sole	2021-05-19
2020-09-30	$4,997,810	76,221	+418.9%	Shares	Sole	2021-09-07
2020-06-30	$911,158	14,689	+6.8%	Shares	Sole	2021-09-07
2020-03-31	$655,664	13,760	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.