Geneos Wealth Management Inc.

Position in PAG — Penske Automotive Group, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in PAG

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

Position Value

$15,389

+$2,531 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#311

of 387 holders

Holding Since

Mar 2020

22 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $188,804 across 4 Auto & Truck Dealerships names. PAG ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMX	Carmax Inc	2,057	$108,794
2	VVV	Valvoline Inc	1,000	$39,540
3	AN	Autonation, Inc.	135	$25,081
4	PAG	Penske Automotive Group, Inc. This page	86	$15,389

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,389	86	0.0%	Shares	Sole	2026-08-06
2026-03-31	$12,858	86	0.0%	Shares	Sole	2026-05-05
2025-12-31	$13,612	86	-6.5%	Shares	Sole	2026-01-28
2025-09-30	$15,999	92	-29.8%	Shares	Sole	2025-10-22
2025-06-30	$22,507	131	+5.6%	Shares	Sole	2025-08-18
2025-03-31	$17,853	124	+121.4%	Shares	Sole	2025-05-08
2024-12-31	$8,536	56	-9.7%	Shares	Sole	2025-01-21
2024-09-30	$10,070	62	+106.7%	Shares	Sole	2024-11-14
2024-06-30	$4,470	30	0.0%	Shares	Sole	2024-07-23
2024-03-31	$4,859	30	0.0%	Shares	Sole	2024-05-03
2023-12-31	$4,815	30	0.0%	Shares	Sole	2024-01-26
2023-09-30	$5,011	30	-70.0%	Shares	Sole	2023-10-11
2022-06-30	$10,469	100	0.0%	Shares	Sole	2022-07-22
2022-03-31	$9,372	100	0.0%	Shares	Sole	2022-05-16
2021-12-31	$10,722	100	0.0%	Shares	Sole	2022-02-09
2021-09-30	$10,060	100	0.0%	Shares	Sole	2021-11-09
2021-06-30	$7,549	100	0.0%	Shares	Sole	2021-07-08
2021-03-31	$8,024	100	0.0%	Shares	Sole	2021-06-17
2020-12-31	$5,939	100	0.0%	Shares	Sole	2021-05-19
2020-09-30	$4,766	100	0.0%	Shares	Sole	2021-09-07
2020-06-30	$3,871	100	0.0%	Shares	Sole	2021-09-07
2020-03-31	$2,800	100	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.