Position in JXN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$179,080
-$22,422 QoQ
Shares Held
1,749
-8.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#378
of 502 holders
Holding Since
Mar 2022
17 quarters on record
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $3,051,517 across 13 Insurance - Life names. JXN ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
10,922 | $1,280,604 | |
| 2 | GL |
Globe Life Inc.
|
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.
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|
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 |
All Filings in JXN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,080 | 1,749 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $201,502 | 1,906 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $189,197 | 1,774 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $178,670 | 1,765 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $118,357 | 1,333 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $109,249 | 1,304 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $59,388 | 682 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $96,521 | 1,058 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $78,195 | 1,053 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $76,788 | 1,161 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $113,459 | 2,216 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $120,431 | 3,151 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $644,615 | 21,059 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $694,479 | 18,564 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $59,664 | 1,715 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $2,675 | 100 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,423 | 100 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||