Geneos Wealth Management Inc.

Position in SNA — Snap-on Inc

CIK 1764754 ENGLEWOOD, CO

Position in SNA

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

Position Value

$272,022

+$26,486 QoQ

Shares Held

676

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#751

of 1,057 holders

Holding Since

Mar 2020

26 quarters on record

Industrials · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $479,667 across 4 Tools & Accessories names. SNA ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc This page	676	$272,022
2	SWK	Stanley Black & Decker, Inc.	2,083	$196,051
3	LECO	Lincoln Electric Holdings Inc	40	$10,620
4	TTC	Toro Co	10	$974

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,022	676	0.0%	Shares	Sole	2026-08-06
2026-03-31	$245,536	676	0.0%	Shares	Sole	2026-05-05
2025-12-31	$232,949	676	+100.0%	Shares	Sole	2026-01-28
2025-09-30	$117,127	338	-18.6%	Shares	Sole	2025-10-22
2025-06-30	$129,139	415	-7.2%	Shares	Sole	2025-08-18
2025-03-31	$150,643	447	+19.8%	Shares	Sole	2025-05-08
2024-12-31	$126,626	373	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$107,772	372	-9.5%	Shares	Sole	2024-11-14
2024-06-30	$107,431	411	-6.2%	Shares	Sole	2024-07-23
2024-03-31	$129,744	438	+6.6%	Shares	Sole	2024-05-03
2023-12-31	$118,713	411	-10.8%	Shares	Sole	2024-01-26
2023-09-30	$117,582	461	0.0%	Shares	Sole	2023-10-11
2023-06-30	$132,855	461	0.0%	Shares	Sole	2023-08-08
2023-03-31	$113,816	461	0.0%	Shares	Sole	2023-04-25
2022-12-31	$105,333	461	0.0%	Shares	Sole	2023-01-31
2022-09-30	$92,822	461	-17.1%	Shares	Sole	2022-11-14
2022-06-30	$109,548	556	-1.1%	Shares	Sole	2022-07-22
2022-03-31	$115,479	562	+20.1%	Shares	Sole	2022-05-16
2021-12-31	$100,797	468	+1.5%	Shares	Sole	2022-02-09
2021-09-30	$96,325	461	-4.6%	Shares	Sole	2021-11-09
2021-06-30	$107,916	483	-26.7%	Shares	Sole	2021-07-08
2021-03-31	$152,057	659	0.0%	Shares	Sole	2021-06-17
2020-12-31	$112,781	659	+43.0%	Shares	Sole	2021-05-19
2020-09-30	$67,826	461	0.0%	Shares	Sole	2021-09-07
2020-06-30	$63,853	461	-1.5%	Shares	Sole	2021-09-07
2020-03-31	$50,927	468	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.