Geneos Wealth Management Inc.

Position in PHM — Pultegroup Inc/Mi/

CIK 1764754 ENGLEWOOD, CO

Position in PHM

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

Position Value

$3,293

+$118 QoQ

Shares Held

-11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#975

of 1,033 holders

Holding Since

Mar 2020

22 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $488,749 across 6 Residential Construction names. PHM ranks #6 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	38	$258,909
2	DHI	Horton D R Inc /De/	699	$113,853
3	LEN	Lennar Corp /New/	818	$73,816
4	TOL	Toll Brothers, Inc.	160	$26,360
5	KBH	Kb Home	200	$12,518
6	PHM	Pultegroup Inc/Mi/ This page	24	$3,293

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,293	24	-11.1%	Shares	Sole	2026-08-06
2026-03-31	$3,175	27	-28.9%	Shares	Sole	2026-05-05
2025-12-31	$4,455	38	-50.6%	Shares	Sole	2026-01-28
2025-09-30	$10,174	77	-97.1%	Shares	Sole	2025-10-22
2025-06-30	$284,531	2,698	-32.8%	Shares	Sole	2025-08-18
2025-03-31	$412,536	4,013	-80.8%	Shares	Sole	2025-05-08
2024-12-31	$2,280,801	20,944	-3.4%	Shares	Sole	2025-01-21
2024-09-30	$3,112,017	21,682	+4.1%	Shares	Sole	2024-11-14
2024-06-30	$2,293,383	20,830	-4.7%	Shares	Sole	2024-07-23
2024-03-31	$2,635,547	21,850	-2.7%	Shares	Sole	2024-05-03
2023-12-31	$2,318,114	22,458	-13.7%	Shares	Sole	2024-01-26
2023-09-30	$1,926,632	26,018	+9.5%	Shares	Sole	2023-10-11
2023-06-30	$1,845,055	23,752	+15734.7%	Shares	Sole	2023-08-08
2022-03-31	$6,285	150	0.0%	Shares	Sole	2022-05-16
2021-12-31	$8,574	150	-87.4%	Shares	Sole	2022-02-09
2021-09-30	$54,598	1,189	+68.4%	Shares	Sole	2021-11-09
2021-06-30	$38,526	706	-24.5%	Shares	Sole	2021-07-08
2021-03-31	$49,031	935	+3.2%	Shares	Sole	2021-06-17
2020-12-31	$39,066	906	+397.8%	Shares	Sole	2021-05-19
2020-09-30	$8,424	182	-91.7%	Shares	Sole	2021-09-07
2020-06-30	$74,253	2,182	-18.5%	Shares	Sole	2021-09-07
2020-03-31	$59,750	2,677	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.