Geneos Wealth Management Inc.

Position in OTTR — Otter Tail Corp

CIK 1764754 ENGLEWOOD, CO

Position in OTTR

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

Position Value

$66,765

+$1,640 QoQ

Shares Held

742

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#280

of 358 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. OTTR ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	5,481	$887,428
2	CODI	Compass Diversified Holdings	9,480	$101,056
3	OTTR	Otter Tail Corp This page	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	$66,765	742	0.0%	Shares	Sole	2026-08-06
2026-03-31	$65,125	742	0.0%	Shares	Sole	2026-05-05
2025-12-31	$59,961	742	0.0%	Shares	Sole	2026-01-28
2025-09-30	$60,821	742	0.0%	Shares	Sole	2025-10-22
2025-06-30	$57,200	742	0.0%	Shares	Sole	2025-08-18
2025-03-31	$59,634	742	0.0%	Shares	Sole	2025-05-08
2024-12-31	$54,789	742	0.0%	Shares	Sole	2025-01-21
2024-09-30	$57,994	742	0.0%	Shares	Sole	2024-11-14
2024-06-30	$64,991	742	0.0%	Shares	Sole	2024-07-23
2024-03-31	$64,108	742	0.0%	Shares	Sole	2024-05-03
2023-12-31	$63,047	742	0.0%	Shares	Sole	2024-01-26
2023-09-30	$56,332	742	0.0%	Shares	Sole	2023-10-11
2023-06-30	$58,588	742	0.0%	Shares	Sole	2023-08-08
2023-03-31	$53,624	742	0.0%	Shares	Sole	2023-04-25
2022-12-31	$43,562	742	0.0%	Shares	Sole	2023-01-31
2022-09-30	$45,647	742	-40.8%	Shares	Sole	2022-11-14
2022-06-30	$84,181	1,254	0.0%	Shares	Sole	2022-07-22
2022-03-31	$78,375	1,254	0.0%	Shares	Sole	2022-05-16
2021-12-31	$89,560	1,254	0.0%	Shares	Sole	2022-02-09
2021-09-30	$70,186	1,254	0.0%	Shares	Sole	2021-11-09
2021-06-30	$61,207	1,254	-13.8%	Shares	Sole	2021-07-08
2021-03-31	$67,131	1,454	0.0%	Shares	Sole	2021-06-17
2020-12-31	$61,954	1,454	+15.9%	Shares	Sole	2021-05-19
2020-09-30	$45,357	1,254	0.0%	Shares	Sole	2021-09-07
2020-06-30	$48,642	1,254	0.0%	Shares	Sole	2021-09-07
2020-03-31	$55,752	1,254	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.