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Geneos Wealth Management’s CNO Financial Group CNO Stock Holding History

Geneos Wealth Management’s Portfolio CNO Stock Details CNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.99K Hold
39
– – ﹤0.01% 2324
2026
Q1 		$1.6K Hold
39
– – ﹤0.01% 2350
2025
Q4 		$1.66K Hold
39
– – ﹤0.01% 2348
2025
Q3 		$1.54K Sell
39
-1,474
-97% -$56.3K ﹤0.01% 2358
2025
Q2 		$58.4K Buy
1,513
+75
+5% +$2.86K ﹤0.01% 1485
2025
Q1 		$59.9K Buy
1,438
+1,243
+637% +$49.6K ﹤0.01% 1395
2024
Q4 		$7.26K Hold
195
– – ﹤0.01% 2188
2024
Q3 		$6.84K Buy
195
+156
+400% +$5.02K ﹤0.01% 1960
2024
Q2 		$1.08K Hold
39
– – ﹤0.01% 1970
2024
Q1 		$1.07K Hold
39
– – ﹤0.01% 2003
2023
Q4 		$1.09K Buy
+39
New +$982 ﹤0.01% 2003
2017
Q1 		– Sell
-60
Closed -$1K – 2072
2016
Q4 		$1K Sell
60
-64
-52% -$1.1K ﹤0.01% 1934
2016
Q3 		$1K Buy
124
+60
+94% +$978 ﹤0.01% 1861
2016
Q2 		$1K Hold
64
– – ﹤0.01% 1728
2016
Q1 		$1K Buy
+64
New +$1.11K ﹤0.01% 1710

Other funds holding CNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geneos Wealth Management's CNO Position: Q2 2026 in Review

Geneos Wealth Management held its CNO Financial Group (CNO) position steady in Q2 2026 at 39 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Geneos Wealth Management first reported a position in CNO in Q1 2016 and has held it in 15 quarters since. The position peaked at $59.9K in Q1 2025. 383 funds tracked by Wall St. Rank hold CNO as of Q2 2026.

  • Geneos Wealth Management held 39 shares of CNO Financial Group worth $1.99K as of Q2 2026.
  • Geneos Wealth Management left its CNO Financial Group share count unchanged in Q2 2026.
  • CNO Financial Group made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2324 holding.
  • Geneos Wealth Management first reported a position in CNO Financial Group in Q1 2016 and has held it in 15 quarters since.
  • Geneos Wealth Management's CNO Financial Group position peaked at $59.9K in Q1 2025.
  • 383 funds tracked by Wall St. Rank held CNO Financial Group as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.