Geneos Wealth Management Inc.

Position in MMM — 3M Co

CIK 1764754 ENGLEWOOD, CO

Position in MMM

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

Position Value

$887,428

-$1,907,523 QoQ

Shares Held

5,481

-71.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#951

of 2,196 holders

Holding Since

Mar 2020

26 quarters on record

Industrials · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $1,088,716 across 6 Conglomerates names. MMM ranks #1 (81.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co This page	5,481	$887,428
2	CODI	Compass Diversified Holdings	9,480	$101,056
3	OTTR	Otter Tail Corp	742	$66,765
4	SEB	Seaboard Corp /De/	7	$31,250
5	DLX	Deluxe Corp	50	$1,194
6	BOC	BOSTON OMAHA Corp	75	$1,023

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$887,428	5,481	-71.5%	Shares	Sole	2026-08-06
2026-03-31	$2,794,951	19,245	-4.1%	Shares	Sole	2026-05-05
2025-12-31	$3,211,606	20,060	+2.3%	Shares	Sole	2026-01-28
2025-09-30	$3,043,234	19,611	-9.4%	Shares	Sole	2025-10-22
2025-06-30	$3,296,148	21,651	+180.1%	Shares	Sole	2025-08-18
2025-03-31	$1,135,080	7,729	+75.2%	Shares	Sole	2025-05-08
2024-12-31	$569,545	4,412	-2.8%	Shares	Sole	2025-01-21
2024-09-30	$620,481	4,539	+11.2%	Shares	Sole	2024-11-14
2024-06-30	$416,935	4,080	-23.0%	Shares	Sole	2024-07-23
2024-03-31	$562,383	5,302	+2.0%	Shares	Sole	2024-05-03
2023-12-31	$568,136	5,197	-48.1%	Shares	Sole	2024-01-26
2023-09-30	$937,978	10,019	-1.6%	Shares	Sole	2023-10-11
2023-06-30	$1,019,616	10,187	+25.8%	Shares	Sole	2023-08-08
2023-03-31	$851,390	8,100	-1.2%	Shares	Sole	2023-04-25
2022-12-31	$982,744	8,195	-13.5%	Shares	Sole	2023-01-31
2022-09-30	$1,047,318	9,478	-26.9%	Shares	Sole	2022-11-14
2022-06-30	$1,678,317	12,969	-31.7%	Shares	Sole	2022-07-22
2022-03-31	$2,825,295	18,977	+2.7%	Shares	Sole	2022-05-16
2021-12-31	$3,280,826	18,470	-1.6%	Shares	Sole	2022-02-09
2021-09-30	$3,291,755	18,765	+4.9%	Shares	Sole	2021-11-09
2021-06-30	$3,552,299	17,884	+8.5%	Shares	Sole	2021-07-08
2021-03-31	$3,174,788	16,477	+31.6%	Shares	Sole	2021-06-17
2020-12-31	$2,188,021	12,518	+22.1%	Shares	Sole	2021-05-19
2020-09-30	$1,642,486	10,254	-10.7%	Shares	Sole	2021-09-07
2020-06-30	$1,790,764	11,480	-6.2%	Shares	Sole	2021-09-07
2020-03-31	$1,670,063	12,234	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.