Geneos Wealth Management Inc.

Position in UPS — United Parcel Service Inc

CIK 1764754 ENGLEWOOD, CO

Position in UPS

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,538,269

-$301,209 QoQ

Shares Held

15,636

-15.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Industrials · as of Mar 31, 2026

Geneos Wealth Management Inc. holds $2,698,867 across 7 Integrated Freight & Logistics names. UPS ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	15,636	$1,538,269
2	FDX	Fedex Corp	1,792	$638,274
3	CYRX	Cryoport, Inc.	50,000	$414,000
4	CHRW	C. H. Robinson Worldwide, Inc.	350	$58,124
5	JBHT	Hunt J B Transport Services Inc	90	$19,071
6	PAL	Proficient Auto Logistics, Inc	2,500	$16,950
7	EXPD	Expeditors International Of Washington Inc	99	$14,179

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,538,269	15,636	-15.7%	Shares	Sole	2026-05-05
2025-12-31	$1,839,478	18,545	+1.6%	Shares	Sole	2026-01-28
2025-09-30	$1,524,171	18,247	+6.1%	Shares	Sole	2025-10-22
2025-06-30	$1,735,764	17,196	+88.1%	Shares	Sole	2025-08-18
2025-03-31	$1,005,748	9,144	+4.4%	Shares	Sole	2025-05-21
2024-12-31	$1,104,257	8,757	-3.4%	Shares	Sole	2025-01-21
2024-09-30	$1,235,376	9,061	+101.2%	Shares	Sole	2024-11-14
2024-06-30	$616,235	4,503	-1.0%	Shares	Sole	2024-07-23
2024-03-31	$676,117	4,549	+2.3%	Shares	Sole	2024-05-03
2023-12-31	$699,359	4,448	-34.1%	Shares	Sole	2024-01-26
2023-09-30	$1,051,343	6,745	+14.7%	Shares	Sole	2023-10-11
2023-06-30	$1,054,348	5,882	+40.4%	Shares	Sole	2023-08-08
2023-03-31	$812,624	4,189	-20.6%	Shares	Sole	2023-04-25
2022-12-31	$916,658	5,273	+3.5%	Shares	Sole	2023-01-31
2022-09-30	$822,884	5,094	-60.0%	Shares	Sole	2022-11-14
2022-06-30	$2,325,011	12,737	+1.4%	Shares	Sole	2022-07-22
2022-03-31	$2,693,188	12,558	+9.1%	Shares	Sole	2022-05-16
2021-12-31	$2,467,267	11,511	+2.1%	Shares	Sole	2022-02-09
2021-09-30	$2,052,813	11,273	-1.8%	Shares	Sole	2021-11-09
2021-06-30	$2,387,495	11,480	-20.9%	Shares	Sole	2021-07-08
2021-03-31	$2,467,064	14,513	-1.6%	Shares	Sole	2021-06-17
2020-12-31	$2,484,742	14,755	+43.8%	Shares	Sole	2021-05-19
2020-09-30	$1,710,123	10,263	-21.0%	Shares	Sole	2021-09-07
2020-06-30	$1,444,672	12,994	+2.2%	Shares	Sole	2021-09-07
2020-03-31	$1,188,115	12,718	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.