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Equibles

Geneos Wealth Management Inc.

Position in LMT — Lockheed Martin Corp

CIK 1764754 ENGLEWOOD, CO
Back to LMT Full portfolio

Position in LMT

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$8,133,528
+$7,045,022 QoQ
Shares Held
15,965
+786.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#447
of 2,781 holders
Holding Since
Mar 2020
26 quarters on record

Common Shares in LMT Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $25,739,782 across 26 Aerospace & Defense names. LMT ranks #1 (31.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LMT
Lockheed Martin Corp
This page 		15,965 $8,133,528
2 GE
General Electric Co
 10,501 $3,924,538
3 RTX
RTX Corp
 19,281 $3,658,184
4 HWM
Howmet Aerospace Inc.
 10,150 $2,728,929
5 GD
General Dynamics Corp
 7,025 $2,488,536
6 BA
Boeing Co
 8,818 $1,908,832
7 AXON
Axon Enterprise, Inc.
 2,347 $1,315,751
8 NOC
Northrop Grumman Corp /De/
 1,078 $549,036

All Filings in LMT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,133,528 15,965
2026-03-31 $1,088,506 1,801
2025-12-31 $922,358 1,907
2025-09-30 $1,035,361 2,074
2025-06-30 $1,375,062 2,969
2025-03-31 $1,642,552 3,677
2024-12-31 $1,043,313 2,147
2024-09-30 $1,510,503 2,584
2024-06-30 $951,482 2,037
2024-03-31 $866,072 1,904
2023-12-31 $848,012 1,871
2023-09-30 $2,106,144 5,150
2023-06-30 $934,571 2,030
2023-03-31 $757,313 1,602
2022-12-31 $999,736 2,055
2022-09-30 $796,529 2,062
2022-06-30 $1,401,239 3,259
2022-03-31 $1,410,273 3,195
2021-12-31 $5,070,634 14,267
2021-09-30 $5,960,567 17,272
2021-06-30 $6,442,543 17,028
2021-03-31 $6,784,389 18,361
2020-12-31 $6,479,449 18,253
2020-09-30 $2,907,178 7,585
2020-06-30 $2,455,546 6,729
2020-03-31 $1,930,659 5,696