Geneos Wealth Management Inc.

Position in PRU — Prudential Financial Inc

CIK 1764754 ENGLEWOOD, CO

Position in PRU

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

Position Value

$418,552

+$31,309 QoQ

Shares Held

3,878

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#743

of 1,403 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $3,051,517 across 13 Insurance - Life names. PRU ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	10,922	$1,280,604
2	GL	Globe Life Inc.	3,283	$586,606
3	PRU	Prudential Financial Inc This page	3,878	$418,552
4	ABX	Abacus Global Management, Inc.	17,300	$185,283
5	JXN	Jackson Financial Inc.	1,749	$179,080
6	MFC	Manulife Financial Corp	3,992	$161,715
7	MET	Metlife Inc	1,703	$144,090
8	UNM	Unum Group	837	$74,827

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,552	3,878	-2.2%	Shares	Sole	2026-08-06
2026-03-31	$387,243	3,964	+3.2%	Shares	Sole	2026-05-05
2025-12-31	$433,459	3,840	-1.5%	Shares	Sole	2026-01-28
2025-09-30	$404,482	3,899	-44.8%	Shares	Sole	2025-10-22
2025-06-30	$758,741	7,062	-31.2%	Shares	Sole	2025-08-18
2025-03-31	$1,145,613	10,258	+71.6%	Shares	Sole	2025-05-08
2024-12-31	$708,572	5,978	+9.4%	Shares	Sole	2025-01-21
2024-09-30	$661,690	5,464	+88.3%	Shares	Sole	2024-11-14
2024-06-30	$340,085	2,902	+0.7%	Shares	Sole	2024-07-23
2024-03-31	$338,229	2,881	-7.6%	Shares	Sole	2024-05-03
2023-12-31	$323,471	3,119	-62.5%	Shares	Sole	2024-01-26
2023-09-30	$789,864	8,324	-14.8%	Shares	Sole	2023-10-11
2023-06-30	$862,174	9,773	+105.2%	Shares	Sole	2023-08-08
2023-03-31	$394,007	4,762	-42.1%	Shares	Sole	2023-04-25
2022-12-31	$817,660	8,221	-22.3%	Shares	Sole	2023-01-31
2022-09-30	$907,209	10,576	-28.0%	Shares	Sole	2022-11-14
2022-06-30	$1,404,678	14,681	+4.1%	Shares	Sole	2022-07-22
2022-03-31	$1,667,142	14,108	-71.0%	Shares	Sole	2022-05-16
2021-12-31	$5,268,149	48,671	-19.8%	Shares	Sole	2022-02-09
2021-09-30	$6,386,060	60,704	-0.9%	Shares	Sole	2021-11-09
2021-06-30	$6,278,541	61,272	-9.2%	Shares	Sole	2021-07-08
2021-03-31	$6,148,521	67,492	+0.2%	Shares	Sole	2021-06-17
2020-12-31	$5,256,609	67,332	+11.9%	Shares	Sole	2021-05-19
2020-09-30	$3,822,570	60,179	-15.7%	Shares	Sole	2021-09-07
2020-06-30	$4,347,468	71,387	+8.8%	Shares	Sole	2021-09-07
2020-03-31	$3,422,521	65,641	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.