Geneos Wealth Management Inc.

Position in PGR — Progressive Corp/Oh/

CIK 1764754 ENGLEWOOD, CO

Position in PGR

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

Position Value

$7,733,566

+$178,442 QoQ

Shares Held

35,402

-7.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#469

of 1,812 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $21,179,075 across 15 Insurance - Property & Casualty names. PGR ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/ This page	35,402	$7,733,566
2	CB	Chubb Ltd	17,969	$6,122,757
3	CINF	Cincinnati Financial Corp	12,702	$2,351,648
4	TRV	Travelers Companies, Inc.	4,739	$1,564,438
5	ORI	Old Republic International Corp	33,078	$1,353,551
6	ALL	Allstate Corp	2,912	$692,881
7	WRB	Berkley W R Corp	5,917	$417,326
8	MKL	Markel Group Inc.	184	$359,353

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,733,566	35,402	-7.1%	Shares	Sole	2026-08-06
2026-03-31	$7,555,124	38,111	-9.9%	Shares	Sole	2026-05-05
2025-12-31	$9,628,229	42,281	-2.3%	Shares	Sole	2026-01-28
2025-09-30	$10,683,550	43,262	-1.1%	Shares	Sole	2025-10-22
2025-06-30	$11,667,919	43,723	-11.3%	Shares	Sole	2025-08-18
2025-03-31	$13,949,845	49,291	+88.3%	Shares	Sole	2025-05-08
2024-12-31	$6,270,833	26,171	+2.1%	Shares	Sole	2025-01-21
2024-09-30	$6,503,868	25,630	+2.3%	Shares	Sole	2024-11-14
2024-06-30	$5,202,304	25,046	+1.2%	Shares	Sole	2024-07-23
2024-03-31	$5,118,174	24,747	+1.9%	Shares	Sole	2024-05-03
2023-12-31	$3,867,636	24,282	-2.3%	Shares	Sole	2024-01-26
2023-09-30	$3,462,858	24,859	+1.7%	Shares	Sole	2023-10-11
2023-06-30	$3,236,578	24,451	+6.6%	Shares	Sole	2023-08-08
2023-03-31	$3,282,511	22,945	-13.9%	Shares	Sole	2023-04-25
2022-12-31	$3,456,901	26,651	+9.0%	Shares	Sole	2023-01-31
2022-09-30	$2,842,496	24,460	+3.3%	Shares	Sole	2022-11-14
2022-06-30	$2,753,041	23,678	+7.1%	Shares	Sole	2022-07-22
2022-03-31	$2,520,090	22,108	+20.4%	Shares	Sole	2022-05-16
2021-12-31	$1,884,448	18,358	+4.3%	Shares	Sole	2022-02-09
2021-09-30	$1,590,954	17,601	+11.3%	Shares	Sole	2021-11-09
2021-06-30	$1,553,583	15,819	+1466.2%	Shares	Sole	2021-07-08
2021-03-31	$96,566	1,010	+0.5%	Shares	Sole	2021-06-17
2020-12-31	$99,374	1,005	+294.1%	Shares	Sole	2021-05-19
2020-09-30	$24,140	255	+142.9%	Shares	Sole	2021-09-07
2020-06-30	$8,411	105	0.0%	Shares	Sole	2021-09-07
2020-03-31	$7,753	105	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.