Geneos Wealth Management Inc.
Position in SCI — Service Corp International
CIK 1764754
ENGLEWOOD, CO
Position in SCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$286,673
-$34,208 QoQ
Shares Held
3,774
-3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#350
of 545 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Geneos Wealth Management Inc. holds $291,737 across 2 Personal Services names. SCI ranks #1 (98.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
This page
|
3,774 | $286,673 | |
| 2 | HRB |
H&R Block Inc
|
133 | $5,064 |
All Filings in SCI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,673 | 3,774 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $320,881 | 3,889 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $145,569 | 1,867 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $138,061 | 1,659 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $152,136 | 1,869 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $155,507 | 1,939 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $74,871 | 938 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $73,957 | 937 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $57,899 | 814 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $85,193 | 1,148 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $78,238 | 1,143 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $65,082 | 1,139 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $73,180 | 1,133 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $84,943 | 1,235 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $85,111 | 1,231 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $70,789 | 1,226 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $84,395 | 1,221 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $80,168 | 1,218 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $104,639 | 1,474 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $95,030 | 1,577 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $84,243 | 1,572 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $79,995 | 1,567 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $143,077 | 2,914 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $65,294 | 1,548 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $75,991 | 1,954 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $76,029 | 1,944 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||