Geneos Wealth Management Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1764754 ENGLEWOOD, CO

Position in WFC

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

Position Value

$4,708,744

+$220,253 QoQ

Shares Held

56,979

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#691

of 2,853 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $35,054,885 across 15 Banks - Diversified names. WFC ranks #2 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	73,096	$23,926,513
2	WFC	Wells Fargo & Company/Mn This page	56,979	$4,708,744
3	BAC	Bank Of America Corp /De/	27,385	$1,560,397
4	BNY	Bank of New York Mellon Corp	10,264	$1,484,277
5	RY	Royal Bank Of Canada	5,761	$1,192,354
6	C	Citigroup Inc	5,632	$788,254
7	HSBC	Hsbc Holdings PLC	5,304	$504,357
8	BMO	Bank Of Montreal /Can/	2,365	$417,895

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,708,744	56,979	+1.1%	Shares	Sole	2026-08-06
2026-03-31	$4,488,491	56,381	+1.4%	Shares	Sole	2026-05-05
2025-12-31	$5,179,962	55,579	+5.4%	Shares	Sole	2026-01-28
2025-09-30	$4,419,912	52,731	-4.0%	Shares	Sole	2025-10-22
2025-06-30	$4,399,148	54,907	+5.1%	Shares	Sole	2025-08-18
2025-03-31	$3,750,022	52,236	+9.9%	Shares	Sole	2025-05-08
2024-12-31	$3,338,858	47,535	-1.6%	Shares	Sole	2025-01-21
2024-09-30	$2,729,935	48,326	+8.7%	Shares	Sole	2024-11-14
2024-06-30	$2,640,657	44,463	+6.6%	Shares	Sole	2024-07-23
2024-03-31	$2,416,874	41,699	+3.3%	Shares	Sole	2024-05-03
2023-12-31	$1,986,223	40,354	-27.0%	Shares	Sole	2024-01-26
2023-09-30	$2,259,721	55,304	+6.6%	Shares	Sole	2023-10-11
2023-06-30	$2,213,342	51,859	+33.0%	Shares	Sole	2023-08-08
2023-03-31	$1,457,820	39,000	-20.9%	Shares	Sole	2023-04-25
2022-12-31	$2,034,564	49,275	-0.8%	Shares	Sole	2023-01-31
2022-09-30	$1,998,250	49,683	-41.8%	Shares	Sole	2022-11-14
2022-06-30	$3,344,334	85,380	-6.4%	Shares	Sole	2022-07-22
2022-03-31	$4,422,217	91,255	-47.4%	Shares	Sole	2022-05-16
2021-12-31	$8,330,815	173,631	-19.3%	Shares	Sole	2022-02-09
2021-09-30	$9,982,002	215,083	-0.5%	Shares	Sole	2021-11-09
2021-06-30	$9,794,913	216,271	-14.0%	Shares	Sole	2021-07-08
2021-03-31	$9,827,824	251,544	-3.6%	Shares	Sole	2021-06-17
2020-12-31	$7,876,497	260,984	+10.4%	Shares	Sole	2021-05-19
2020-09-30	$5,559,127	236,458	-12.1%	Shares	Sole	2021-09-07
2020-06-30	$6,883,968	268,905	+207.4%	Shares	Sole	2021-09-07
2020-03-31	$2,510,216	87,464	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.