Geneos Wealth Management Inc.

Position in PEP — Pepsico Inc

CIK 1764754 ENGLEWOOD, CO

Position in PEP

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

Position Value

$1,693,718

-$244,767 QoQ

Shares Held

12,509

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,458

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Defensive · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $17,043,813 across 9 Beverages - Non-Alcoholic names. PEP ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KDP	Keurig Dr Pepper Inc.	284,050	$9,296,956
2	KO	Coca Cola Co	66,726	$5,422,822
3	PEP	Pepsico Inc This page	12,509	$1,693,718
4	CELH	Celsius Holdings, Inc.	15,660	$458,524
5	COKE	Coca-Cola Consolidated, Inc.	225	$42,957
6	PRMB	Primo Brands Corp	1,686	$41,205
7	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	347	$34,724
8	MNST	Monster Beverage Corp	688	$33,065

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,693,718	12,509	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$1,938,485	12,483	-1.2%	Shares	Sole	2026-05-05
2025-12-31	$1,812,944	12,632	-1.2%	Shares	Sole	2026-01-28
2025-09-30	$1,795,665	12,786	-22.4%	Shares	Sole	2025-10-22
2025-06-30	$2,176,679	16,485	-21.6%	Shares	Sole	2025-08-18
2025-03-31	$3,152,038	21,022	+37.7%	Shares	Sole	2025-05-08
2024-12-31	$2,320,587	15,261	-6.7%	Shares	Sole	2025-01-21
2024-09-30	$2,782,528	16,363	+47.7%	Shares	Sole	2024-11-14
2024-06-30	$1,827,094	11,078	-50.9%	Shares	Sole	2024-07-23
2024-03-31	$3,950,500	22,573	-9.7%	Shares	Sole	2024-05-03
2023-12-31	$4,247,528	25,009	-4.0%	Shares	Sole	2024-01-26
2023-09-30	$4,414,420	26,053	+1.5%	Shares	Sole	2023-10-11
2023-06-30	$4,754,041	25,667	+8.4%	Shares	Sole	2023-08-08
2023-03-31	$4,315,405	23,672	-13.4%	Shares	Sole	2023-04-25
2022-12-31	$4,938,160	27,334	+4.0%	Shares	Sole	2023-01-31
2022-09-30	$4,290,309	26,279	-63.9%	Shares	Sole	2022-11-14
2022-06-30	$12,145,347	72,875	-1.7%	Shares	Sole	2022-07-22
2022-03-31	$12,412,900	74,160	-1.0%	Shares	Sole	2022-05-16
2021-12-31	$13,009,489	74,892	-9.2%	Shares	Sole	2022-02-09
2021-09-30	$12,406,869	82,487	+2.7%	Shares	Sole	2021-11-09
2021-06-30	$11,901,607	80,324	+26.7%	Shares	Sole	2021-07-08
2021-03-31	$8,968,071	63,401	-14.3%	Shares	Sole	2021-06-17
2020-12-31	$10,977,314	74,021	+48.6%	Shares	Sole	2021-05-19
2020-09-30	$6,902,834	49,804	+3.1%	Shares	Sole	2021-09-07
2020-06-30	$6,388,951	48,306	+6.0%	Shares	Sole	2021-09-07
2020-03-31	$5,471,996	45,562	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.