Position in WTFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,232
+$2,370 QoQ
Shares Held
45
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#538
of 592 holders
Holding Since
Mar 2021
8 quarters on record
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $14,807,648 across 51 Banks - Regional names. WTFC ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
296,754 | $5,261,448 | |
| 2 | USB |
US Bancorp \De\
|
24,463 | $1,477,565 | |
| 3 | TFC |
Truist Financial Corp
|
26,724 | $1,331,389 | |
| 4 | BFST |
Business First Bancshares, Inc.
|
36,237 | $1,113,563 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
19,308 | $953,235 | |
| 6 | SMBK |
Smartfinancial Inc.
|
13,098 | $614,558 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
2,340 | $576,154 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
12,764 | $540,044 |
All Filings in WTFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,232 | 45 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,862 | 35 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,893 | 35 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $26,531 | 214 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $39,248 | 349 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $15,962 | 128 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $13,891 | 128 | Shares | Sole | 2024-11-14 | |
| 2021-03-31 | $2,349 | 31 | Shares | Sole | 2021-06-17 | |
| No filing history on record for this holder in this stock. | ||||||