Geneos Wealth Management Inc.

Position in GL — Globe Life Inc.

CIK 1764754 ENGLEWOOD, CO

Position in GL

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

Position Value

$586,606

+$130,546 QoQ

Shares Held

3,283

+0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#367

of 693 holders

Holding Since

Mar 2020

25 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $3,051,517 across 13 Insurance - Life names. GL ranks #2 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	10,922	$1,280,604
2	GL	Globe Life Inc. This page	3,283	$586,606
3	PRU	Prudential Financial Inc	3,878	$418,552
4	ABX	Abacus Global Management, Inc.	17,300	$185,283
5	JXN	Jackson Financial Inc.	1,749	$179,080
6	MFC	Manulife Financial Corp	3,992	$161,715
7	MET	Metlife Inc	1,703	$144,090
8	UNM	Unum Group	837	$74,827

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$586,606	3,283	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$456,060	3,277	-46.4%	Shares	Sole	2026-05-05
2025-12-31	$854,824	6,112	-8.0%	Shares	Sole	2026-01-28
2025-09-30	$949,892	6,644	-2.1%	Shares	Sole	2025-10-22
2025-06-30	$843,680	6,788	-2.3%	Shares	Sole	2025-08-18
2025-03-31	$915,058	6,947	+92.8%	Shares	Sole	2025-05-08
2024-12-31	$401,918	3,604	-4.1%	Shares	Sole	2025-01-21
2024-09-30	$398,221	3,760	+1.5%	Shares	Sole	2024-11-14
2024-06-30	$304,765	3,704	+3.2%	Shares	Sole	2024-07-23
2023-12-31	$436,731	3,588	+0.2%	Shares	Sole	2024-01-26
2023-09-30	$389,362	3,581	+0.2%	Shares	Sole	2023-10-11
2023-06-30	$391,781	3,574	-2.0%	Shares	Sole	2023-08-08
2023-03-31	$401,242	3,647	-11.5%	Shares	Sole	2023-04-25
2022-12-31	$496,907	4,122	+0.2%	Shares	Sole	2023-01-31
2022-09-30	$410,265	4,115	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$400,406	4,108	-9.3%	Shares	Sole	2022-07-22
2022-03-31	$455,516	4,528	-6.4%	Shares	Sole	2022-05-16
2021-12-31	$453,417	4,838	+0.2%	Shares	Sole	2022-02-09
2021-09-30	$429,836	4,828	-1.4%	Shares	Sole	2021-11-09
2021-06-30	$466,534	4,898	0.0%	Shares	Sole	2021-07-08
2021-03-31	$473,293	4,898	-3.0%	Shares	Sole	2021-06-17
2020-12-31	$479,263	5,047	+3.7%	Shares	Sole	2021-05-19
2020-09-30	$388,953	4,868	-5.9%	Shares	Sole	2021-09-07
2020-06-30	$383,843	5,171	-10.7%	Shares	Sole	2021-09-07
2020-03-31	$416,562	5,788	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.