Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership7,910 shares
Latest Disclosed Value $ 4,255,922
Geneos Wealth Management Inc. reports 0.32% decrease in ownership of CMI / Cummins Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 7,910 shares of Cummins Inc. (MX:CMI) valued at $4,255,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 7,935 shares of Cummins Inc.. This represents a change in shares of -0.32% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F CUMMINS COM 231021106 7,910 -25 -0.32 4,256 5.06 0.0987
2026-01-28 2025-12-31 13F CUMMINS COM 231021106 7,935 1 0.01 4,051 20.86 0.0991
2025-10-22 2025-09-30 13F CUMMINS COM 231021106 7,934 -182 -2.24 3,351 26.12 0.0850
2025-08-18 2025-06-30 13F CUMMINS COM 231021106 8,116 1,051 14.88 2,658 20.01 0.0649
2025-05-21 2025-03-31 13F/A-1 CUMMINS COM 231021106 7,065 74 1.06 2,215 -9.11 0.0742
2025-05-08 2025-03-31 13F CUMMINS COM 231021106 13,687 6,696 4,290 0.1083
2025-01-21 2024-12-31 13F CUMMINS COM 231021106 6,991 205 3.02 2,437 10.88 0.0854
2024-11-14 2024-09-30 13F CUMMINS COM 231021106 6,786 120 1.80 2,197 19.08 0.0838
2024-07-23 2024-06-30 13F CUMMINS COM 231021106 6,666 -19 -0.28 1,846 -6.30 0.0820
2024-05-03 2024-03-31 13F CUMMINS COM 231021106 6,685 -109 -1.60 1,970 21.02 0.0902
2024-01-26 2023-12-31 13F CUMMINS COM 231021106 6,794 -1 -0.01 1,628 4.83 0.0804
2023-10-11 2023-09-30 13F CUMMINS COM 231021106 6,795 -8,950 -56.84 1,552 -59.78 0.0799
2023-08-08 2023-06-30 13F CUMMINS COM 231021106 15,745 1,074 7.32 3,860 10.13 0.2022
2023-04-25 2023-03-31 13F CUMMINS COM 231021106 14,671 -883 -5.68 3,505 -7.01 0.2128
2023-01-31 2022-12-31 13F CUMMINS COM 231021106 15,554 8,946 135.38 3,769 180.36 0.2282
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 6,608 -424 -6.03 1,344 -1.54 0.0926
2022-07-22 2022-06-30 13F CUMMINS COM 231021106 7,032 79 1.14 1,365 -4.28 0.0674
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 6,953 2 0.03 1,426 -5.94 0.0612
2022-02-09 2021-12-31 13F CUMMINS COM 231021106 6,951 380 5.78 1,516 1.20 0.0577
2021-11-09 2021-09-30 13F CUMMINS COM 231021106 6,571 26 0.40 1,498 -5.31 0.0574
2021-07-08 2021-06-30 13F CUMMINS COM 231021106 6,545 -614 -8.58 1,582 -12.31 0.0617
2021-06-17 2021-03-31 13F CUMMINS COM 231021106 7,159 0 0.00 1,804 2.68 0.0504
2021-05-19 2020-12-31 13F CUMMINS COM 231021106 7,159 470 7.03 1,757 25.95 0.0706
2021-09-07 2020-09-30 13F CUMMINS COM 231021106 6,689 -312 -4.46 1,395 18.12 0.0723
2021-09-07 2020-06-30 13F CUMMINS COM 231021106 7,001 -206 -2.86 1,181 24.58 0.0657
2021-09-07 2020-03-31 13F CUMMINS COM 231021106 7,207 -31,712 -81.48 948 -86.52 0.0637
2021-09-07 2019-12-31 13F CUMMINS COM 231021106 38,919 2,105 5.72 7,032 18.42 0.3752
2021-09-07 2019-09-30 13F CUMMINS COM 231021106 36,814 -266 -0.72 5,938 -6.53 0.3546
2021-09-07 2019-06-30 13F CUMMINS COM 231021106 37,080 776 2.14 6,353 10.85 0.3940
2021-09-07 2019-03-31 13F CUMMINS COM 231021106 36,304 -885 -2.38 5,731 16.91 0.3781
2021-09-07 2018-12-31 13F CUMMINS COM 231021106 37,189 233 0.63 4,902 -9.19 0.3626
2021-09-07 2018-09-30 13F CUMMINS COM 231021106 36,956 432 1.18 5,398 11.05 0.3594
2021-09-07 2018-06-30 13F CUMMINS COM 231021106 36,524 1,342 3.81 4,861 -14.75 0.3789
2021-09-07 2018-03-31 13F CUMMINS COM 231021106 35,182 1,669 4.98 5,702 -3.70 0.4979
2021-09-07 2017-12-31 13F CUMMINS COM 231021106 33,513 796 2.43 5,921 7.62 0.5291
2021-09-07 2017-09-30 13F CUMMINS COM 231021106 32,717 -1,510 -4.41 5,502 -1.22 0.5466
2021-09-07 2017-06-30 13F CUMMINS COM 231021106 34,227 3,174 10.22 5,570 18.13 0.5714
2021-09-07 2017-03-31 13F CUMMINS COM 231021106 31,053 6,430 26.11 4,715 40.12 0.4903
2021-09-07 2016-12-31 13F CUMMINS COM 231021106 24,623 5,034 25.70 3,365 33.69 0.4439
2021-09-07 2016-09-30 13F CUMMINS COM 231021106 19,589 13,101 201.93 2,517 243.85 0.3389
2021-09-07 2016-06-30 13F CUMMINS COM 231021106 6,488 -353 -5.16 732 -2.79 0.1062
2021-09-07 2016-03-31 13F CUMMINS COM 231021106 6,841 6,841 753 0.1151
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.