Geneos Wealth Management Inc.

Position in SJM — J M SMUCKER Co

CIK 1764754 ENGLEWOOD, CO

Position in SJM

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

Position Value

$253,350

+$84,677 QoQ

Shares Held

2,252

+28.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#572

of 880 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Defensive · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $1,818,138 across 10 Packaged Foods names. SJM ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	15,176	$528,124
2	INGR	Ingredion Inc	4,454	$421,838
3	SJM	J M SMUCKER Co This page	2,252	$253,350
4	HRL	Hormel Foods Corp /De/	9,098	$225,812
5	KHC	Kraft Heinz Co	8,130	$192,030
6	LW	Lamb Weston Holdings, Inc.	2,197	$94,866
7	MKC	Mccormick & Co Inc	1,368	$68,982
8	MZTI	Marzetti Co	135	$15,411

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,350	2,252	+28.8%	Shares	Sole	2026-08-06
2026-03-31	$168,673	1,749	+5.3%	Shares	Sole	2026-05-05
2025-12-31	$162,462	1,661	0.0%	Shares	Sole	2026-01-28
2025-09-30	$180,384	1,661	-25.2%	Shares	Sole	2025-10-22
2025-06-30	$218,102	2,221	+31.9%	Shares	Sole	2025-08-18
2025-03-31	$199,402	1,684	+40.5%	Shares	Sole	2025-05-08
2024-12-31	$132,033	1,199	-3.6%	Shares	Sole	2025-01-21
2024-09-30	$150,648	1,244	+26.2%	Shares	Sole	2024-11-14
2024-06-30	$107,513	986	+31.8%	Shares	Sole	2024-07-23
2024-03-31	$94,150	748	-62.8%	Shares	Sole	2024-05-03
2023-12-31	$254,023	2,010	-14.3%	Shares	Sole	2024-01-26
2023-09-30	$288,346	2,346	-25.0%	Shares	Sole	2023-10-11
2023-06-30	$462,207	3,130	-18.9%	Shares	Sole	2023-08-08
2023-03-31	$607,448	3,860	-23.5%	Shares	Sole	2023-04-25
2022-12-31	$800,064	5,049	+8.8%	Shares	Sole	2023-01-31
2022-09-30	$637,582	4,640	-27.7%	Shares	Sole	2022-11-14
2022-06-30	$821,568	6,418	+2.6%	Shares	Sole	2022-07-22
2022-03-31	$846,854	6,254	+1.0%	Shares	Sole	2022-05-16
2021-12-31	$841,269	6,194	+1.2%	Shares	Sole	2022-02-09
2021-09-30	$734,583	6,120	+1.5%	Shares	Sole	2021-11-09
2021-06-30	$781,307	6,030	-9.1%	Shares	Sole	2021-07-08
2021-03-31	$839,273	6,633	-0.8%	Shares	Sole	2021-06-17
2020-12-31	$772,901	6,686	+59.0%	Shares	Sole	2021-05-19
2020-09-30	$485,761	4,205	-6.0%	Shares	Sole	2021-09-07
2020-06-30	$473,182	4,472	+0.2%	Shares	Sole	2021-09-07
2020-03-31	$495,615	4,465	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.