Geneos Wealth Management Inc.

Position in TFC — Truist Financial Corp

CIK 1764754 ENGLEWOOD, CO

Position in TFC

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

Position Value

$1,331,389

+$74,708 QoQ

Shares Held

26,724

-2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#662

of 1,681 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $14,807,648 across 51 Banks - Regional names. TFC ranks #3 (9.0% 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 This page	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.	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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,331,389	26,724	-2.2%	Shares	Sole	2026-08-06
2026-03-31	$1,256,681	27,337	+55.0%	Shares	Sole	2026-05-05
2025-12-31	$867,916	17,637	-13.0%	Shares	Sole	2026-01-28
2025-09-30	$927,384	20,284	-13.3%	Shares	Sole	2025-10-22
2025-06-30	$1,005,278	23,384	-10.3%	Shares	Sole	2025-08-18
2025-03-31	$1,073,027	26,076	+85.2%	Shares	Sole	2025-05-08
2024-12-31	$610,833	14,081	+3.2%	Shares	Sole	2025-01-21
2024-09-30	$583,553	13,644	+14.5%	Shares	Sole	2024-11-14
2024-06-30	$463,053	11,919	+0.2%	Shares	Sole	2024-07-23
2024-03-31	$463,667	11,895	-5.6%	Shares	Sole	2024-05-03
2023-12-31	$465,081	12,597	-5.8%	Shares	Sole	2024-01-26
2023-09-30	$382,744	13,378	+5.1%	Shares	Sole	2023-10-11
2023-06-30	$386,173	12,724	+0.8%	Shares	Sole	2023-08-08
2023-03-31	$430,273	12,618	-11.0%	Shares	Sole	2023-04-25
2022-12-31	$609,735	14,170	-19.3%	Shares	Sole	2023-01-31
2022-09-30	$764,214	17,552	-41.9%	Shares	Sole	2022-11-14
2022-06-30	$1,432,955	30,212	-5.5%	Shares	Sole	2022-07-22
2022-03-31	$1,812,699	31,970	-17.3%	Shares	Sole	2022-05-16
2021-12-31	$2,263,308	38,656	-10.4%	Shares	Sole	2022-02-09
2021-09-30	$2,529,339	43,126	+39.1%	Shares	Sole	2021-11-09
2021-06-30	$1,721,166	31,012	-47.2%	Shares	Sole	2021-07-08
2021-03-31	$3,424,608	58,721	+0.5%	Shares	Sole	2021-06-17
2020-12-31	$2,800,214	58,423	+99.9%	Shares	Sole	2021-05-19
2020-09-30	$1,112,049	29,226	-14.6%	Shares	Sole	2021-09-07
2020-06-30	$1,285,374	34,231	-0.5%	Shares	Sole	2021-09-07
2020-03-31	$1,060,741	34,395	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.