Geneos Wealth Management Inc.

Position in STZ — Constellation Brands, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in STZ

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

Position Value

$73,439

-$5,761 QoQ

Shares Held

528

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#771

of 1,023 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Defensive · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $126,245 across 5 Beverages - Brewers names. STZ ranks #1 (58.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STZ	Constellation Brands, Inc. This page	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	10	$1,770

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,439	528	0.0%	Shares	Sole	2026-08-06
2026-03-31	$79,200	528	0.0%	Shares	Sole	2026-05-05
2025-12-31	$72,842	528	-9.4%	Shares	Sole	2026-01-28
2025-09-30	$78,512	583	-41.2%	Shares	Sole	2025-10-22
2025-06-30	$161,378	992	-13.9%	Shares	Sole	2025-08-18
2025-03-31	$211,415	1,152	+55.7%	Shares	Sole	2025-05-08
2024-12-31	$163,540	740	-5.5%	Shares	Sole	2025-01-21
2024-09-30	$201,771	783	+122.4%	Shares	Sole	2024-11-14
2024-06-30	$90,562	352	+19.3%	Shares	Sole	2024-07-23
2024-03-31	$80,169	295	+2.1%	Shares	Sole	2024-05-03
2023-12-31	$69,865	289	-10.2%	Shares	Sole	2024-01-26
2023-09-30	$80,928	322	+34.7%	Shares	Sole	2023-10-11
2023-06-30	$58,825	239	+71.9%	Shares	Sole	2023-08-08
2023-03-31	$31,398	139	-41.8%	Shares	Sole	2023-04-25
2022-12-31	$55,388	239	-21.9%	Shares	Sole	2023-01-31
2022-09-30	$70,282	306	-98.1%	Shares	Sole	2022-11-14
2022-06-30	$3,807,035	16,335	+10.4%	Shares	Sole	2022-07-22
2022-03-31	$3,407,584	14,795	-9.4%	Shares	Sole	2022-05-16
2021-12-31	$4,097,336	16,326	-25.4%	Shares	Sole	2022-02-09
2021-09-30	$4,608,000	21,871	+2.2%	Shares	Sole	2021-11-09
2021-06-30	$5,007,117	21,408	-2.6%	Shares	Sole	2021-07-08
2021-03-31	$5,012,808	21,986	+0.3%	Shares	Sole	2021-06-17
2020-12-31	$4,802,233	21,923	-11.1%	Shares	Sole	2021-05-19
2020-09-30	$4,671,231	24,649	-21.2%	Shares	Sole	2021-09-07
2020-06-30	$5,474,710	31,293	+0.8%	Shares	Sole	2021-09-07
2020-03-31	$4,449,607	31,038	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.