Geneos Wealth Management Inc.

Position in SWK — Stanley Black & Decker, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in SWK

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

Position Value

$196,051

+$48,389 QoQ

Shares Held

2,083

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#551

of 766 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. SWK ranks #2 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc	676	$272,022
2	SWK	Stanley Black & Decker, Inc. This page	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	$196,051	2,083	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$147,662	2,078	+0.3%	Shares	Sole	2026-05-05
2025-12-31	$153,833	2,071	+0.3%	Shares	Sole	2026-01-28
2025-09-30	$153,491	2,065	+0.3%	Shares	Sole	2025-10-22
2025-06-30	$139,497	2,059	-3.7%	Shares	Sole	2025-08-18
2025-03-31	$164,446	2,139	+37.4%	Shares	Sole	2025-05-08
2024-12-31	$125,011	1,557	+47.7%	Shares	Sole	2025-01-21
2024-09-30	$116,077	1,054	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$84,044	1,052	+0.2%	Shares	Sole	2024-07-23
2024-03-31	$102,826	1,050	-8.5%	Shares	Sole	2024-05-03
2023-12-31	$112,520	1,147	+50.7%	Shares	Sole	2024-01-26
2023-09-30	$63,604	761	+0.4%	Shares	Sole	2023-10-11
2023-06-30	$71,032	758	+0.3%	Shares	Sole	2023-08-08
2023-03-31	$60,918	756	+0.3%	Shares	Sole	2023-04-25
2022-12-31	$56,640	754	+0.4%	Shares	Sole	2023-01-31
2022-09-30	$56,482	751	-2.1%	Shares	Sole	2022-11-14
2022-06-30	$80,427	767	+0.3%	Shares	Sole	2022-07-22
2022-03-31	$106,939	765	+15.4%	Shares	Sole	2022-05-16
2021-12-31	$125,055	663	+3.0%	Shares	Sole	2022-02-09
2021-09-30	$112,899	644	+0.2%	Shares	Sole	2021-11-09
2021-06-30	$131,808	643	+0.2%	Shares	Sole	2021-07-08
2021-03-31	$128,188	642	-27.1%	Shares	Sole	2021-06-17
2020-12-31	$157,311	881	+37.2%	Shares	Sole	2021-05-19
2020-09-30	$104,132	642	0.0%	Shares	Sole	2021-09-07
2020-06-30	$89,481	642	0.0%	Shares	Sole	2021-09-07
2020-03-31	$64,200	642	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.