Geneos Wealth Management’s Cincinnati Financial CINF Stock Holding History

Geneos Wealth Management’s Portfolio CINF Stock Details CINF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Buy	8,784 +95	+1%	+$15.4K	0.03%	431
2025 Q4	$1.42M	Buy	8,689 +5,124	+144%	+$830K	0.03%	418
2025 Q3	$564K	Sell	3,565 -1,140	-24%	-$173K	0.01%	621
2025 Q2	$701K	Sell	4,705 -4,586	-49%	-$657K	0.02%	617
2025 Q1	$1.37M	Buy	9,291 +6,154	+196%	+$866K	0.02%	585
2024 Q4	$451K	Buy	3,137 +24	+0.8%	+$3.5K	0.02%	619
2024 Q3	$424K	Buy	3,113 +1,558	+100%	+$201K	0.02%	599
2024 Q2	$184K	Hold	1,555	–	–	0.01%	724
2024 Q1	$193K	Hold	1,555	–	–	0.01%	708
2023 Q4	$161K	Hold	1,555	–	–	0.01%	720
2023 Q3	$159K	Buy	1,555 +550	+55%	+$57.5K	0.01%	740
2023 Q2	$97.8K	Hold	1,005	–	–	0.01%	886
2023 Q1	$113K	Hold	1,005	–	–	0.01%	809
2022 Q4	$103K	Hold	1,005	–	–	0.01%	819
2022 Q3	$90K	Sell	1,005 -30	-3%	-$3.09K	0.01%	838
2022 Q2	$124K	Sell	1,035 -120	-10%	-$15.2K	0.01%	925
2022 Q1	$157K	Sell	1,155 -270	-19%	-$33.2K	0.01%	903
2021 Q4	$162K	Buy	1,425 +70	+5%	+$8.28K	0.01%	954
2021 Q3	$155K	Hold	1,355	–	–	0.01%	968
2021 Q2	$159K	Sell	1,355 -139	-9%	-$16K	0.01%	951
2021 Q1	$168K	Hold	1,494	–	–	﹤0.01%	1054
2020 Q4	$143K	Sell	1,494 -71	-5%	-$5.67K	0.01%	977
2020 Q3	$120K	Hold	1,565	–	–	0.01%	866
2020 Q2	$97K	Hold	1,565	–	–	0.01%	924
2020 Q1	$118K	Sell	1,565 -355	-18%	-$35.4K	0.01%	782
2019 Q4	$199K	Sell	1,920 -194	-9%	-$21.2K	0.01%	701
2019 Q3	$244K	Hold	2,114	–	–	0.01%	582
2019 Q2	$219K	Buy	2,114 +7	+0.3%	+$672	0.01%	639
2019 Q1	$180K	Hold	2,107	–	–	0.01%	679
2018 Q4	$161K	Hold	2,107	–	–	0.01%	670
2018 Q3	$161K	Buy	2,107 +82	+4%	+$6.11K	0.01%	719
2018 Q2	$135K	Hold	2,025	–	–	0.01%	689
2018 Q1	$150K	Hold	2,025	–	–	0.01%	617
2017 Q4	$151K	Buy	2,025 +22	+1%	+$1.64K	0.01%	615
2017 Q3	$153K	Hold	2,003	–	–	0.02%	589
2017 Q2	$145K	Hold	2,003	–	–	0.01%	588
2017 Q1	$144K	Hold	2,003	–	–	0.02%	555
2016 Q4	$151K	Hold	2,003	–	–	0.02%	519
2016 Q3	$151K	Hold	2,003	–	–	0.02%	510
2016 Q2	$149K	Buy	2,003 +15	+0.8%	+$1.02K	0.02%	502
2016 Q1	$131K	Buy	+1,988	New	+$121K	0.02%	518

Other funds holding CINF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's CINF Position: Q1 2026 in Review

Geneos Wealth Management increased its Cincinnati Financial (CINF) stake by 1.1% in Q1 2026, buying an estimated $15.4K and bringing the position to 8,784 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #431.

Geneos Wealth Management first reported a position in CINF in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.42M in Q4 2025. 918 funds tracked by Wall St. Rank hold CINF as of Q1 2026.

Geneos Wealth Management held 8,784 shares of Cincinnati Financial worth $1.38M as of Q1 2026.
Geneos Wealth Management bought 95 Cincinnati Financial shares in Q1 2026, an estimated $15.4K.
Cincinnati Financial made up 0.03% of Geneos Wealth Management's portfolio in Q1 2026, its #431 holding.
Geneos Wealth Management first reported a position in Cincinnati Financial in Q1 2016 and has held it in 41 quarters since.
Geneos Wealth Management's Cincinnati Financial position peaked at $1.42M in Q4 2025.
918 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.