Position in TFC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,256,681
+$388,765 QoQ
Shares Held
27,337
+55.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Geneos Wealth Management Inc. holds $13,474,743 across 51 Banks - Regional names. TFC ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
285,169 | $4,462,894 | |
| 2 | USB |
US Bancorp De
|
25,649 | $1,334,004 | |
| 3 | TFC |
Truist Financial Corp
This page
|
27,337 | $1,256,681 | |
| 4 | BFST |
Business First Bancshares, Inc.
|
38,237 | $1,033,928 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
19,308 | $822,134 | |
| 6 | SMBK |
Smartfinancial Inc.
|
13,098 | $511,869 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
2,308 | $480,271 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
12,764 | $456,185 |
All Filings in TFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,256,681 | 27,337 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $867,916 | 17,637 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $927,384 | 20,284 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,005,278 | 23,384 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $792,960 | 19,270 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $610,833 | 14,081 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $583,553 | 13,644 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $463,053 | 11,919 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $463,667 | 11,895 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $465,081 | 12,597 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $382,744 | 13,378 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $386,173 | 12,724 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $430,273 | 12,618 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $609,735 | 14,170 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $764,214 | 17,552 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,432,955 | 30,212 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,812,699 | 31,970 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,263,308 | 38,656 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,529,339 | 43,126 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,721,166 | 31,012 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $3,424,608 | 58,721 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $2,800,214 | 58,423 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $1,112,049 | 29,226 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $1,285,374 | 34,231 | 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. | ||||||