Geneos Wealth Management Inc.
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1764754
ENGLEWOOD, CO
Position in FCNCA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,403
+$980 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#570
of 624 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $14,807,648 across 51 Banks - Regional names. FCNCA ranks #41 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
296,754 | $5,261,448 | |
| 2 | USB |
US Bancorp \De\
|
24,463 | $1,477,565 | |
| 3 | TFC |
Truist Financial Corp
|
26,724 | $1,331,389 | |
| 4 | BFST |
Business First Bancshares, Inc.
|
36,237 | $1,113,563 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
19,308 | $953,235 | |
| 6 | SMBK |
Smartfinancial Inc.
|
13,098 | $614,558 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
2,340 | $576,154 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
12,764 | $540,044 |
All Filings in FCNCA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,403 | 5 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,423 | 5 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,730 | 5 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,945 | 5 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,738 | 6 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $7,416 | 4 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,226 | 2 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $11,045 | 6 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $67,344 | 40 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $8,175 | 5 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $56,758 | 40 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $53,823 | 39 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $50,054 | 39 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,838 | 6 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,033 | 4 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,189 | 4 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,114 | 17 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $14,643 | 22 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||