Geneos Wealth Management Inc.

Position in RY — Royal Bank Of Canada

CIK 1764754 ENGLEWOOD, CO

Position in RY

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

Position Value

$1,192,354

+$376,822 QoQ

Shares Held

5,761

+14.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#435

of 980 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $35,054,885 across 15 Banks - Diversified names. RY ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	73,096	$23,926,513
2	WFC	Wells Fargo & Company/Mn	56,979	$4,708,744
3	BAC	Bank Of America Corp /De/	27,385	$1,560,397
4	BNY	Bank of New York Mellon Corp	10,264	$1,484,277
5	RY	Royal Bank Of Canada This page	5,761	$1,192,354
6	C	Citigroup Inc	5,632	$788,254
7	HSBC	Hsbc Holdings PLC	5,304	$504,357
8	BMO	Bank Of Montreal /Can/	2,365	$417,895

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,192,354	5,761	+14.3%	Shares	Sole	2026-08-06
2026-03-31	$815,532	5,041	+13.0%	Shares	Sole	2026-05-05
2025-12-31	$760,555	4,461	+5.3%	Shares	Sole	2026-01-28
2025-09-30	$624,194	4,237	+1.6%	Shares	Sole	2025-10-22
2025-06-30	$548,431	4,169	-0.5%	Shares	Sole	2025-08-18
2025-03-31	$472,409	4,191	+18.1%	Shares	Sole	2025-05-08
2024-12-31	$427,569	3,548	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$441,045	3,536	0.0%	Shares	Sole	2024-11-14
2024-06-30	$376,159	3,536	0.0%	Shares	Sole	2024-07-23
2024-03-31	$356,711	3,536	0.0%	Shares	Sole	2024-05-03
2023-12-31	$357,595	3,536	0.0%	Shares	Sole	2024-01-26
2023-09-30	$309,187	3,536	-0.6%	Shares	Sole	2023-10-11
2023-06-30	$339,633	3,556	0.0%	Shares	Sole	2023-08-08
2023-03-31	$339,882	3,556	+0.6%	Shares	Sole	2023-04-25
2022-12-31	$332,454	3,536	0.0%	Shares	Sole	2023-01-31
2022-09-30	$318,381	3,536	-66.9%	Shares	Sole	2022-11-14
2022-06-30	$1,033,940	10,679	-17.1%	Shares	Sole	2022-07-22
2022-03-31	$1,420,608	12,883	+2.3%	Shares	Sole	2022-05-16
2021-12-31	$1,336,408	12,591	+8.2%	Shares	Sole	2022-02-09
2021-09-30	$1,157,350	11,634	+0.5%	Shares	Sole	2021-11-09
2021-06-30	$1,173,169	11,580	-6.7%	Shares	Sole	2021-07-08
2021-03-31	$1,144,141	12,408	-4.1%	Shares	Sole	2021-06-17
2020-12-31	$1,062,102	12,943	+9.9%	Shares	Sole	2021-05-19
2020-09-30	$826,108	11,778	-0.3%	Shares	Sole	2021-09-07
2020-06-30	$800,853	11,812	+0.3%	Shares	Sole	2021-09-07
2020-03-31	$725,059	11,780	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.