Geneos Wealth Management Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1764754 ENGLEWOOD, CO

Position in PG

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

Position Value

$3,558,219

-$650,040 QoQ

Shares Held

24,265

-16.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,300

of 3,996 holders

Holding Since

Mar 2020

15 quarters on record

Consumer Defensive · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $8,649,692 across 9 Household & Personal Products names. PG ranks #2 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHD	Church & Dwight Co Inc /De/	41,434	$4,014,125
2	PG	PROCTER & GAMBLE Co This page	24,265	$3,558,219
3	KMB	Kimberly Clark Corp	5,509	$604,722
4	CL	Colgate Palmolive Co	3,311	$303,552
5	CLX	Clorox Co /De/	1,402	$133,806
6	ELF	e.l.f. Beauty, Inc.	291	$21,534
7	KVUE	Kenvue Inc.	316	$6,038
8	NWL	Newell Brands Inc.	855	$5,249

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,558,219	24,265	-16.7%	Shares	Sole	2026-08-06
2026-03-31	$4,208,259	29,135	-25.6%	Shares	Sole	2026-05-05
2025-12-31	$5,610,586	39,150	+56.7%	Shares	Sole	2026-01-28
2025-09-30	$3,838,177	24,980	-12.8%	Shares	Sole	2025-10-22
2025-06-30	$4,564,040	28,647	+0.1%	Shares	Sole	2025-08-18
2025-03-31	$4,877,931	28,623	+65.3%	Shares	Sole	2025-05-08
2024-12-31	$2,903,865	17,321	-71.0%	Shares	Sole	2025-01-21
2021-12-31	$9,769,979	59,726	-3.2%	Shares	Sole	2022-02-09
2021-09-30	$8,622,584	61,678	-6.4%	Shares	Sole	2021-11-09
2021-06-30	$8,889,458	65,882	-47.4%	Shares	Sole	2021-07-08
2021-03-31	$16,957,325	125,211	-3.8%	Shares	Sole	2021-06-17
2020-12-31	$18,117,001	130,207	+82.1%	Shares	Sole	2021-05-19
2020-09-30	$9,938,340	71,504	-5.3%	Shares	Sole	2021-09-07
2020-06-30	$9,029,208	75,514	-1.7%	Shares	Sole	2021-09-07
2020-03-31	$8,449,100	76,810	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.