Geneos Wealth Management Inc.

Position in HSBC — Hsbc Holdings PLC

CIK 1764754 ENGLEWOOD, CO

Position in HSBC

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

Position Value

$504,357

+$156,085 QoQ

Shares Held

5,304

+25.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#352

of 704 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $35,054,885 across 15 Banks - Diversified names. HSBC ranks #7 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	73,096	$23,926,513
2	WFC	Wells Fargo & Company/Mn	56,979	$4,708,744
3	BAC	Bank Of America Corp /De/	27,385	$1,560,397
4	BNY	Bank of New York Mellon Corp	10,264	$1,484,277
5	RY	Royal Bank Of Canada	5,761	$1,192,354
6	C	Citigroup Inc	5,632	$788,254
7	HSBC	Hsbc Holdings PLC This page	5,304	$504,357
8	BMO	Bank Of Montreal /Can/	2,365	$417,895

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$504,357	5,304	+25.6%	Shares	Sole	2026-08-06
2026-03-31	$348,272	4,222	0.0%	Shares	Sole	2026-05-05
2025-12-31	$332,144	4,222	0.0%	Shares	Sole	2026-01-28
2025-09-30	$299,677	4,222	-37.5%	Shares	Sole	2025-10-22
2025-06-30	$410,393	6,751	-10.4%	Shares	Sole	2025-08-18
2025-03-31	$432,562	7,532	+44.6%	Shares	Sole	2025-05-08
2024-12-31	$257,587	5,208	-6.4%	Shares	Sole	2025-01-21
2024-09-30	$251,527	5,566	+10.2%	Shares	Sole	2024-11-14
2024-06-30	$219,631	5,049	-9.5%	Shares	Sole	2024-07-23
2024-03-31	$219,589	5,579	0.0%	Shares	Sole	2024-05-03
2023-12-31	$226,172	5,579	-5.1%	Shares	Sole	2024-01-26
2023-09-30	$231,985	5,879	0.0%	Shares	Sole	2023-10-11
2023-06-30	$232,925	5,879	+5.4%	Shares	Sole	2023-08-08
2023-03-31	$190,411	5,579	-5.1%	Shares	Sole	2023-04-25
2022-12-31	$183,189	5,879	-1.7%	Shares	Sole	2023-01-31
2022-09-30	$155,872	5,979	-6.8%	Shares	Sole	2022-11-14
2022-06-30	$209,643	6,417	-4.2%	Shares	Sole	2022-07-22
2022-03-31	$229,102	6,695	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$201,733	6,691	0.0%	Shares	Sole	2022-02-09
2021-09-30	$174,969	6,691	+0.0%	Shares	Sole	2021-11-09
2021-06-30	$193,006	6,690	-7.8%	Shares	Sole	2021-07-08
2021-03-31	$211,498	7,258	+0.0%	Shares	Sole	2021-06-17
2020-12-31	$188,028	7,257	-3.7%	Shares	Sole	2021-05-19
2020-09-30	$147,476	7,532	-9.6%	Shares	Sole	2021-09-07
2020-06-30	$194,385	8,332	-38.1%	Shares	Sole	2021-09-07
2020-03-31	$377,238	13,468	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.