Geneos Wealth Management Inc.

Position in WTW — Willis Towers Watson PLC

CIK 1764754 ENGLEWOOD, CO

Position in WTW

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

Position Value

$19,864

+$12,306 QoQ

Shares Held

+192.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#560

of 687 holders

Holding Since

Sep 2021

15 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $11,400,065 across 4 Insurance Brokers names. WTW ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	25,149	$5,773,455
2	MRSH	Marsh & Mclennan Companies, Inc.	30,788	$5,131,435
3	AON	Aon plc	1,433	$475,311
4	WTW	Willis Towers Watson PLC This page	76	$19,864

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,864	76	+192.3%	Shares	Sole	2026-08-06
2026-03-31	$7,558	26	0.0%	Shares	Sole	2026-05-05
2025-12-31	$8,543	26	0.0%	Shares	Sole	2026-01-28
2025-09-30	$8,981	26	-83.9%	Shares	Sole	2025-10-22
2025-06-30	$49,346	161	-34.3%	Shares	Sole	2025-08-18
2025-03-31	$82,797	245	+142.6%	Shares	Sole	2025-05-08
2024-12-31	$31,637	101	-3.8%	Shares	Sole	2025-01-21
2024-09-30	$30,925	105	+1066.7%	Shares	Sole	2024-11-14
2024-06-30	$2,359	9	0.0%	Shares	Sole	2024-07-23
2024-03-31	$2,475	9	0.0%	Shares	Sole	2024-05-03
2023-12-31	$2,170	9	-95.5%	Shares	Sole	2024-01-26
2022-06-30	$39,478	200	0.0%	Shares	Sole	2022-07-22
2022-03-31	$47,244	200	0.0%	Shares	Sole	2022-05-16
2021-12-31	$47,498	200	0.0%	Shares	Sole	2022-02-09
2021-09-30	$46,492	200	—	Shares	Sole	2021-11-09
No filing history on record for this holder in this stock.