Geneos Wealth Management Inc.

Position in SMBK — Smartfinancial Inc.

CIK 1764754 ENGLEWOOD, CO

Position in SMBK

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

Position Value

$614,558

+$102,689 QoQ

Shares Held

13,098

0.0% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#85

of 183 holders

Holding Since

Jun 2020

14 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $14,807,648 across 51 Banks - Regional names. SMBK ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	296,754	$5,261,448
2	USB	US Bancorp \De\	24,463	$1,477,565
3	TFC	Truist Financial Corp	26,724	$1,331,389
4	BFST	Business First Bancshares, Inc.	36,237	$1,113,563
5	NBTB	Nbt Bancorp Inc	19,308	$953,235
6	SMBK	Smartfinancial Inc. This page	13,098	$614,558
7	PNC	Pnc Financial Services Group, Inc.	2,340	$576,154
8	AUB	Atlantic Union Bankshares Corp	12,764	$540,044

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,558	13,098	0.0%	Shares	Sole	2026-08-06
2026-03-31	$511,869	13,098	0.0%	Shares	Sole	2026-05-05
2025-12-31	$484,495	13,098	0.0%	Shares	Sole	2026-01-28
2025-09-30	$467,991	13,098	-29.7%	Shares	Sole	2025-10-22
2025-06-30	$629,321	18,630	0.0%	Shares	Sole	2025-08-18
2025-03-31	$579,020	18,630	+200.0%	Shares	Sole	2025-05-08
2024-12-31	$192,385	6,210	-51.7%	Shares	Sole	2025-01-21
2021-12-31	$351,986	12,865	0.0%	Shares	Sole	2022-02-09
2021-09-30	$332,560	12,865	-25.0%	Shares	Sole	2021-11-09
2021-06-30	$411,867	17,154	0.0%	Shares	Sole	2021-07-08
2021-03-31	$371,384	17,154	0.0%	Shares	Sole	2021-06-17
2020-12-31	$311,173	17,154	0.0%	Shares	Sole	2021-05-19
2020-09-30	$233,122	17,154	0.0%	Shares	Sole	2021-09-07
2020-06-30	$277,551	17,154	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.