Geneos Wealth Management Inc.

Position in SAM — Boston Beer Co Inc

CIK 1764754 ENGLEWOOD, CO

Position in SAM

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

Position Value

$1,770

-$534 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#304

of 329 holders

Holding Since

Mar 2020

23 quarters on record

Consumer Defensive · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $126,245 across 5 Beverages - Brewers names. SAM ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STZ	Constellation Brands, Inc.	528	$73,439
2	BUD	Anheuser-Busch InBev SA/NV	474	$39,057
3	TAP	Molson Coors Beverage Co	127	$6,096
4	FMX	Mexican Economic Development Inc	46	$5,883
5	SAM	Boston Beer Co Inc This page	10	$1,770

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,770	10	0.0%	Shares	Sole	2026-08-06
2026-03-31	$2,304	10	0.0%	Shares	Sole	2026-05-05
2025-12-31	$1,951	10	0.0%	Shares	Sole	2026-01-28
2025-09-30	$2,114	10	0.0%	Shares	Sole	2025-10-22
2025-06-30	$1,908	10	+11.1%	Shares	Sole	2025-08-18
2025-03-31	$2,149	9	-82.0%	Shares	Sole	2025-05-08
2024-03-31	$15,221	50	-16.7%	Shares	Sole	2024-05-03
2023-12-31	$20,735	60	0.0%	Shares	Sole	2024-01-26
2023-09-30	$23,371	60	+20.0%	Shares	Sole	2023-10-11
2023-06-30	$15,422	50	0.0%	Shares	Sole	2023-08-08
2023-03-31	$16,435	50	0.0%	Shares	Sole	2023-04-25
2022-12-31	$16,476	50	-29.6%	Shares	Sole	2023-01-31
2022-09-30	$22,979	71	-56.2%	Shares	Sole	2022-11-14
2022-06-30	$49,081	162	0.0%	Shares	Sole	2022-07-22
2022-03-31	$62,932	162	-6.4%	Shares	Sole	2022-05-16
2021-12-31	$87,382	173	+30.1%	Shares	Sole	2022-02-09
2021-09-30	$67,796	133	-11.9%	Shares	Sole	2021-11-09
2021-06-30	$154,140	151	0.0%	Shares	Sole	2021-07-08
2021-03-31	$182,148	151	0.0%	Shares	Sole	2021-06-17
2020-12-31	$150,137	151	+49.5%	Shares	Sole	2021-05-19
2020-09-30	$89,219	101	0.0%	Shares	Sole	2021-09-07
2020-06-30	$54,201	101	0.0%	Shares	Sole	2021-09-07
2020-03-31	$37,123	101	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.