Geneos Wealth Management Inc.

Position in PM — Philip Morris International Inc.

CIK 1764754 ENGLEWOOD, CO

Position in PM

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

Position Value

$5,059,329

+$312,418 QoQ

Shares Held

27,966

-2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#672

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Defensive · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $8,855,178 across 3 Tobacco names. PM ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	27,966	$5,059,329
2	MO	Altria Group, Inc.	44,846	$3,226,669
3	BTI	British American Tobacco p.l.c.	9,216	$569,180

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,059,329	27,966	-2.6%	Shares	Sole	2026-08-06
2026-03-31	$4,746,911	28,710	+3.3%	Shares	Sole	2026-05-05
2025-12-31	$4,455,912	27,780	-0.6%	Shares	Sole	2026-01-28
2025-09-30	$4,530,894	27,934	-14.0%	Shares	Sole	2025-10-22
2025-06-30	$5,916,128	32,483	+7.9%	Shares	Sole	2025-08-18
2025-03-31	$4,777,931	30,101	+39.4%	Shares	Sole	2025-05-08
2024-12-31	$2,598,236	21,589	+8.4%	Shares	Sole	2025-01-21
2024-09-30	$2,417,559	19,914	+29.6%	Shares	Sole	2024-11-14
2024-06-30	$1,556,530	15,361	+10.3%	Shares	Sole	2024-07-23
2024-03-31	$1,275,900	13,926	+16.4%	Shares	Sole	2024-05-03
2023-12-31	$1,125,196	11,960	-16.3%	Shares	Sole	2024-01-26
2023-09-30	$1,322,505	14,285	+9.3%	Shares	Sole	2023-10-11
2023-06-30	$1,275,405	13,065	+27.8%	Shares	Sole	2023-08-08
2023-03-31	$994,186	10,223	-17.2%	Shares	Sole	2023-04-25
2022-12-31	$1,249,538	12,346	-14.0%	Shares	Sole	2023-01-31
2022-09-30	$1,192,355	14,364	-50.6%	Shares	Sole	2022-11-14
2022-06-30	$2,873,235	29,099	-0.6%	Shares	Sole	2022-07-22
2022-03-31	$2,750,093	29,275	-18.8%	Shares	Sole	2022-05-16
2021-12-31	$3,426,745	36,071	+3.4%	Shares	Sole	2022-02-09
2021-09-30	$3,306,180	34,879	+0.6%	Shares	Sole	2021-11-09
2021-06-30	$3,436,738	34,676	-12.6%	Shares	Sole	2021-07-08
2021-03-31	$3,518,984	39,655	+6.6%	Shares	Sole	2021-06-17
2020-12-31	$3,078,546	37,185	+17.6%	Shares	Sole	2021-05-19
2020-09-30	$2,371,633	31,626	+9.2%	Shares	Sole	2021-09-07
2020-06-30	$2,028,657	28,956	-16.1%	Shares	Sole	2021-09-07
2020-03-31	$2,517,703	34,508	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.