Geneos Wealth Management Inc.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in MRSH

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

Position Value

$5,131,435

-$114,907 QoQ

Shares Held

30,788

+1.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#401

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $11,400,065 across 4 Insurance Brokers names. MRSH ranks #2 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	25,149	$5,773,455
2	MRSH	Marsh & Mclennan Companies, Inc. This page	30,788	$5,131,435
3	AON	Aon plc	1,433	$475,311
4	WTW	Willis Towers Watson PLC	76	$19,864

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,131,435	30,788	+1.8%	Shares	Sole	2026-08-06
2026-03-31	$5,246,342	30,247	+8009.1%	Shares	Sole	2026-05-05
2025-12-31	$69,198	373	+13.7%	Shares	Sole	2026-01-28
2025-09-30	$66,101	328	-80.5%	Shares	Sole	2025-10-22
2025-06-30	$367,752	1,682	+417.5%	Shares	Sole	2025-08-18
2025-03-31	$79,309	325	-75.5%	Shares	Sole	2025-05-08
2024-12-31	$281,230	1,324	+3.7%	Shares	Sole	2025-01-21
2024-09-30	$284,885	1,277	+288.1%	Shares	Sole	2024-11-14
2024-06-30	$69,326	329	-1.8%	Shares	Sole	2024-07-23
2024-03-31	$69,003	335	-2.3%	Shares	Sole	2024-05-03
2023-12-31	$64,988	343	+3.9%	Shares	Sole	2024-01-26
2023-09-30	$62,799	330	+2.8%	Shares	Sole	2023-10-11
2023-06-30	$60,373	321	+4.9%	Shares	Sole	2023-08-08
2023-03-31	$50,964	306	0.0%	Shares	Sole	2023-04-25
2022-12-31	$50,636	306	-7.0%	Shares	Sole	2023-01-31
2022-09-30	$49,116	329	-59.0%	Shares	Sole	2022-11-14
2022-06-30	$124,510	802	-6.6%	Shares	Sole	2022-07-22
2022-03-31	$146,390	859	0.0%	Shares	Sole	2022-05-16
2021-12-31	$149,311	859	-6.0%	Shares	Sole	2022-02-09
2021-09-30	$138,407	914	0.0%	Shares	Sole	2021-11-09
2021-06-30	$128,581	914	-30.1%	Shares	Sole	2021-07-08
2021-03-31	$159,192	1,307	+3.5%	Shares	Sole	2021-06-17
2020-12-31	$147,771	1,263	+178.2%	Shares	Sole	2021-05-19
2020-09-30	$52,073	454	-4.8%	Shares	Sole	2021-09-07
2020-06-30	$51,215	477	-7.7%	Shares	Sole	2021-09-07
2020-03-31	$44,699	517	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.