Geneos Wealth Management Inc.

Position in TOL — Toll Brothers, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in TOL

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

Position Value

$26,360

+$4,525 QoQ

Shares Held

160

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#687

of 799 holders

Holding Since

Mar 2020

20 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $488,749 across 6 Residential Construction names. TOL ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	38	$258,909
2	DHI	Horton D R Inc /De/	699	$113,853
3	LEN	Lennar Corp /New/	818	$73,816
4	TOL	Toll Brothers, Inc. This page	160	$26,360
5	KBH	Kb Home	200	$12,518
6	PHM	Pultegroup Inc/Mi/	24	$3,293

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,360	160	0.0%	Shares	Sole	2026-08-06
2026-03-31	$21,835	160	0.0%	Shares	Sole	2026-05-05
2025-12-31	$21,635	160	0.0%	Shares	Sole	2026-01-28
2025-09-30	$22,102	160	-30.1%	Shares	Sole	2025-10-22
2025-06-30	$26,135	229	+129.0%	Shares	Sole	2025-08-18
2025-03-31	$10,559	100	-9.1%	Shares	Sole	2025-05-08
2024-12-31	$13,854	110	0.0%	Shares	Sole	2025-01-21
2024-09-30	$16,993	110	+10.0%	Shares	Sole	2024-11-14
2024-06-30	$11,518	100	0.0%	Shares	Sole	2024-07-23
2024-03-31	$12,937	100	0.0%	Shares	Sole	2024-05-03
2022-06-30	$4,460	100	-6.5%	Shares	Sole	2022-07-22
2022-03-31	$5,031	107	+7.0%	Shares	Sole	2022-05-16
2021-12-31	$7,239	100	0.0%	Shares	Sole	2022-02-09
2021-09-30	$5,529	100	0.0%	Shares	Sole	2021-11-09
2021-06-30	$5,781	100	0.0%	Shares	Sole	2021-07-08
2021-03-31	$5,673	100	0.0%	Shares	Sole	2021-06-17
2020-12-31	$4,347	100	-92.4%	Shares	Sole	2021-05-19
2020-09-30	$64,328	1,322	-18.5%	Shares	Sole	2021-09-07
2020-06-30	$52,860	1,622	+305.5%	Shares	Sole	2021-09-07
2020-03-31	$7,700	400	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.