Position in LNC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,418
-$48 QoQ
Shares Held
323
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#516
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in LNC 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. LNC ranks #9 (0.4% 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.
|
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 LNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,418 | 323 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,466 | 323 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,383 | 323 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,026 | 323 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $18,234 | 527 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $18,673 | 520 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,018 | 379 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,215 | 229 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,380 | 173 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,523 | 173 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,665 | 173 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $16,394 | 664 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $17,104 | 664 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $14,920 | 664 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $35,758 | 1,164 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $68,675 | 1,564 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,362 | 414 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $53,203 | 814 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $52,150 | 764 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $69,643 | 1,013 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $315,016 | 5,013 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $369,759 | 5,938 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $77,376 | 1,538 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $25,471 | 813 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $29,910 | 813 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $55,614 | 2,113 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||