Geneos Wealth Management Inc.

Position in UNM — Unum Group

CIK 1764754 ENGLEWOOD, CO

Position in UNM

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

Position Value

$74,827

+$13,847 QoQ

Shares Held

837

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#610

of 754 holders

Holding Since

Mar 2020

25 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $3,051,517 across 13 Insurance - Life names. UNM ranks #8 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	10,922	$1,280,604
2	GL	Globe Life Inc.	3,283	$586,606
3	PRU	Prudential Financial Inc	3,878	$418,552
4	ABX	Abacus Global Management, Inc.	17,300	$185,283
5	JXN	Jackson Financial Inc.	1,749	$179,080
6	MFC	Manulife Financial Corp	3,992	$161,715
7	MET	Metlife Inc	1,703	$144,090
8	UNM	Unum Group This page	837	$74,827

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,827	837	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$60,980	835	+0.4%	Shares	Sole	2026-05-05
2025-12-31	$64,480	832	+0.4%	Shares	Sole	2026-01-28
2025-09-30	$64,479	829	-75.3%	Shares	Sole	2025-10-22
2025-06-30	$270,707	3,352	-39.3%	Shares	Sole	2025-08-18
2025-03-31	$450,066	5,525	+82.8%	Shares	Sole	2025-05-08
2024-12-31	$220,769	3,023	+0.4%	Shares	Sole	2025-01-21
2024-09-30	$178,973	3,011	+268.1%	Shares	Sole	2024-11-14
2024-06-30	$41,807	818	+33.0%	Shares	Sole	2024-07-23
2024-03-31	$33,000	615	+0.5%	Shares	Sole	2024-05-03
2023-12-31	$27,674	612	+0.7%	Shares	Sole	2024-01-26
2023-09-30	$29,907	608	-42.9%	Shares	Sole	2023-10-11
2023-06-30	$50,752	1,064	-27.1%	Shares	Sole	2023-08-08
2023-03-31	$57,718	1,459	-19.0%	Shares	Sole	2023-04-25
2022-12-31	$73,895	1,801	-54.0%	Shares	Sole	2023-01-31
2022-09-30	$152,018	3,918	-40.8%	Shares	Sole	2022-11-14
2022-06-30	$225,280	6,622	-30.0%	Shares	Sole	2022-07-22
2022-03-31	$298,084	9,460	-6.2%	Shares	Sole	2022-05-16
2021-12-31	$247,886	10,089	+0.2%	Shares	Sole	2022-02-09
2021-09-30	$252,253	10,066	+14.2%	Shares	Sole	2021-11-09
2021-06-30	$250,431	8,818	+46.8%	Shares	Sole	2021-07-08
2021-03-31	$167,146	6,006	+289.7%	Shares	Sole	2021-06-17
2020-12-31	$35,350	1,541	+40.1%	Shares	Sole	2021-05-19
2020-09-30	$18,513	1,100	+746.2%	Shares	Sole	2021-09-07
2020-03-31	$1,951	130	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.