Geneos Wealth Management Inc.
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in PNC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$480,271
-$1,477 QoQ
Shares Held
2,308
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Geneos Wealth Management Inc. holds $13,474,743 across 51 Banks - Regional names. PNC ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
285,169 | $4,462,894 | |
| 2 | USB |
US Bancorp De
|
25,649 | $1,334,004 | |
| 3 | TFC |
Truist Financial Corp
|
27,337 | $1,256,681 | |
| 4 | BFST |
Business First Bancshares, Inc.
|
38,237 | $1,033,928 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
19,308 | $822,134 | |
| 6 | SMBK |
Smartfinancial Inc.
|
13,098 | $511,869 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
This page
|
2,308 | $480,271 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
12,764 | $456,185 |
All Filings in PNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $480,271 | 2,308 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $481,748 | 2,308 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $463,746 | 2,308 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $480,963 | 2,580 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $439,073 | 2,498 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $459,368 | 2,382 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $433,288 | 2,344 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $214,562 | 1,380 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $257,105 | 1,591 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $249,463 | 1,611 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $223,686 | 1,822 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $269,155 | 2,137 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $267,037 | 2,101 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $331,200 | 2,097 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $313,333 | 2,097 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $960,188 | 6,086 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,159,821 | 6,288 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,261,671 | 6,292 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,248,183 | 6,380 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,211,516 | 6,351 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,492,388 | 8,508 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,252,792 | 8,408 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $740,024 | 6,733 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $713,429 | 6,781 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $650,608 | 6,797 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||