Geneos Wealth Management Inc.

Position in LMT — Lockheed Martin Corp

CIK 1764754 ENGLEWOOD, CO

Position in LMT

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,088,506

+$166,148 QoQ

Shares Held

1,801

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Industrials · as of Mar 31, 2026

Geneos Wealth Management Inc. holds $17,217,003 across 25 Aerospace & Defense names. LMT ranks #6 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	19,116	$3,687,476
2	GE	General Electric Co	10,396	$2,950,072
3	HWM	Howmet Aerospace Inc.	11,504	$2,651,211
4	GD	General Dynamics Corp	6,891	$2,365,129
5	BA	Boeing Co	9,011	$1,793,459
6	LMT	Lockheed Martin Corp This page	1,801	$1,088,506
7	AXON	Axon Enterprise, Inc.	2,370	$1,006,515
8	NOC	Northrop Grumman Corp /De/	873	$595,595

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,088,506	1,801	-5.6%	Shares	Sole	2026-05-05
2025-12-31	$922,358	1,907	-8.1%	Shares	Sole	2026-01-28
2025-09-30	$1,035,361	2,074	-30.1%	Shares	Sole	2025-10-22
2025-06-30	$1,375,062	2,969	+37.6%	Shares	Sole	2025-08-18
2025-03-31	$964,000	2,158	+0.5%	Shares	Sole	2025-05-21
2024-12-31	$1,043,313	2,147	-16.9%	Shares	Sole	2025-01-21
2024-09-30	$1,510,503	2,584	+26.9%	Shares	Sole	2024-11-14
2024-06-30	$951,482	2,037	+7.0%	Shares	Sole	2024-07-23
2024-03-31	$866,072	1,904	+1.8%	Shares	Sole	2024-05-03
2023-12-31	$848,012	1,871	-63.7%	Shares	Sole	2024-01-26
2023-09-30	$2,106,144	5,150	+153.7%	Shares	Sole	2023-10-11
2023-06-30	$934,571	2,030	+26.7%	Shares	Sole	2023-08-08
2023-03-31	$757,313	1,602	-22.0%	Shares	Sole	2023-04-25
2022-12-31	$999,736	2,055	-0.3%	Shares	Sole	2023-01-31
2022-09-30	$796,529	2,062	-36.7%	Shares	Sole	2022-11-14
2022-06-30	$1,401,239	3,259	+2.0%	Shares	Sole	2022-07-22
2022-03-31	$1,410,273	3,195	-77.6%	Shares	Sole	2022-05-16
2021-12-31	$5,070,634	14,267	-17.4%	Shares	Sole	2022-02-09
2021-09-30	$5,960,567	17,272	+1.4%	Shares	Sole	2021-11-09
2021-06-30	$6,442,543	17,028	-7.3%	Shares	Sole	2021-07-08
2021-03-31	$6,784,389	18,361	+0.6%	Shares	Sole	2021-06-17
2020-12-31	$6,479,449	18,253	+140.6%	Shares	Sole	2021-05-19
2020-09-30	$2,907,178	7,585	+12.7%	Shares	Sole	2021-09-07
2020-06-30	$2,455,546	6,729	+18.1%	Shares	Sole	2021-09-07
2020-03-31	$1,930,659	5,696	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.