Geneos Wealth Management Inc.

Position in EXC — Exelon Corp

CIK 1764754 ENGLEWOOD, CO

Position in EXC

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

Position Value

$246,200

-$11,890 QoQ

Shares Held

5,281

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#876

of 1,279 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. EXC ranks #14 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	125,697	$11,032,425
2	DUK	Duke Energy CORP	53,985	$6,833,421
3	XEL	Xcel Energy Inc	40,998	$3,292,139
4	AEP	American Electric Power Co Inc	22,966	$3,141,978
5	SO	Southern Co	30,668	$2,935,234
6	WEC	Wec Energy Group, Inc.	16,049	$1,874,041
7	ED	Consolidated Edison Inc	10,533	$1,165,265
8	D	Dominion Energy, Inc	14,586	$996,077

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,200	5,281	+0.3%	Shares	Sole	2026-08-06
2026-03-31	$258,090	5,265	-1.3%	Shares	Sole	2026-05-05
2025-12-31	$232,509	5,334	-0.4%	Shares	Sole	2026-01-28
2025-09-30	$241,163	5,358	-26.4%	Shares	Sole	2025-10-22
2025-06-30	$316,054	7,279	-12.6%	Shares	Sole	2025-08-18
2025-03-31	$383,938	8,332	+109.5%	Shares	Sole	2025-05-08
2024-12-31	$149,694	3,977	-1.3%	Shares	Sole	2025-01-21
2024-09-30	$163,375	4,029	+7.9%	Shares	Sole	2024-11-14
2024-06-30	$129,199	3,733	-11.0%	Shares	Sole	2024-07-23
2024-03-31	$157,643	4,196	-4.7%	Shares	Sole	2024-05-03
2023-12-31	$158,031	4,402	-11.0%	Shares	Sole	2024-01-26
2023-09-30	$186,833	4,944	+3.1%	Shares	Sole	2023-10-11
2023-06-30	$195,389	4,796	+12.7%	Shares	Sole	2023-08-08
2023-03-31	$178,241	4,255	-12.3%	Shares	Sole	2023-04-25
2022-12-31	$209,665	4,850	-1.9%	Shares	Sole	2023-01-31
2022-09-30	$185,277	4,946	-73.1%	Shares	Sole	2022-11-14
2022-06-30	$834,749	18,419	+27.8%	Shares	Sole	2022-07-22
2022-03-31	$686,253	14,408	+2.7%	Shares	Sole	2022-05-16
2021-12-31	$810,661	14,035	-5.0%	Shares	Sole	2022-02-09
2021-09-30	$713,836	14,767	-0.4%	Shares	Sole	2021-11-09
2021-06-30	$656,985	14,827	-2.4%	Shares	Sole	2021-07-08
2021-03-31	$664,454	15,191	+0.1%	Shares	Sole	2021-06-17
2020-12-31	$640,941	15,181	+6.2%	Shares	Sole	2021-05-19
2020-09-30	$511,367	14,300	+2.3%	Shares	Sole	2021-09-07
2020-06-30	$507,117	13,974	+4.8%	Shares	Sole	2021-09-07
2020-03-31	$490,899	13,336	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.