Lowe's Companies, Inc.
MX ˙ BMV ˙ US5486611073
SecurityMX:LOW / Lowe's Companies, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership11,250 shares
Latest Disclosed Value $ 2,658,232
Geneos Wealth Management Inc. reports 4.31% decrease in ownership of LOW / Lowe's Companies, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 11,250 shares of Lowe's Companies, Inc. (MX:LOW) valued at $2,658,232 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 11,757 shares of Lowe's Companies, Inc.. This represents a change in shares of -4.31% 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 LOWES COS COM 548661107 11,250 -507 -4.31 2,658 -6.24 0.0617
2026-01-28 2025-12-31 13F LOWES COS COM 548661107 11,757 203 1.76 2,835 -2.34 0.0693
2025-10-22 2025-09-30 13F LOWES COS COM 548661107 11,554 853 7.97 2,904 22.28 0.0737
2025-08-18 2025-06-30 13F LOWES COS COM 548661107 10,701 2,719 34.06 2,374 27.57 0.0580
2025-05-21 2025-03-31 13F/A-1 LOWES COS COM 548661107 7,982 896 12.64 1,862 6.46 0.0624
2025-05-08 2025-03-31 13F LOWES COS COM 548661107 12,007 4,921 2,800 0.0707
2025-01-21 2024-12-31 13F LOWES COS COM 548661107 7,086 6 0.08 1,749 -8.82 0.0613
2024-11-14 2024-09-30 13F LOWES COS COM 548661107 7,080 641 9.95 1,918 35.10 0.0732
2024-07-23 2024-06-30 13F LOWES COS COM 548661107 6,439 125 1.98 1,420 -11.75 0.0630
2024-05-03 2024-03-31 13F LOWES COS COM 548661107 6,314 -302 -4.56 1,608 9.24 0.0737
2024-01-26 2023-12-31 13F LOWES COS COM 548661107 6,616 -334 -4.81 1,472 1.94 0.0727
2023-10-11 2023-09-30 13F LOWES COS COM 548661107 6,950 168 2.48 1,444 -5.62 0.0744
2023-08-08 2023-06-30 13F LOWES COS COM 548661107 6,782 203 3.09 1,531 16.35 0.0802
2023-04-25 2023-03-31 13F LOWES COS COM 548661107 6,579 91 1.40 1,316 1.78 0.0799
2023-01-31 2022-12-31 13F LOWES COS COM 548661107 6,488 5 0.08 1,293 6.16 0.0783
2022-11-14 2022-09-30 13F LOWES COS COM 548661107 6,483 -6,225 -48.98 1,217 -45.98 0.0838
2022-07-22 2022-06-30 13F LOWES COS COM 548661107 12,708 -2,877 -18.46 2,253 -28.50 0.1113
2022-05-16 2022-03-31 13F LOWES COS COM 548661107 15,585 -429 -2.68 3,151 -23.87 0.1353
2022-02-09 2021-12-31 13F LOWES COS COM 548661107 16,014 -11,067 -40.87 4,139 -24.96 0.1576
2021-11-09 2021-09-30 13F LOWES COS COM 548661107 27,081 -225 -0.82 5,516 3.22 0.2113
2021-07-08 2021-06-30 13F LOWES COS COM 548661107 27,306 -1,305 -4.56 5,344 -4.81 0.2084
2021-06-17 2021-03-31 13F LOWES COS COM 548661107 28,611 -344 -1.19 5,614 4.00 0.1567
2021-05-19 2020-12-31 13F LOWES COS COM 548661107 28,955 7,005 31.91 5,398 53.88 0.2168
2021-09-07 2020-09-30 13F LOWES COS COM 548661107 21,950 -5,436 -19.85 3,508 -1.02 0.1818
2021-09-07 2020-06-30 13F LOWES COS COM 548661107 27,386 -1,058 -3.72 3,544 43.25 0.1971
2021-09-07 2020-03-31 13F LOWES COS COM 548661107 28,444 6,878 31.89 2,474 -4.55 0.1662
2021-09-07 2019-12-31 13F LOWES COS COM 548661107 21,566 -263 -1.20 2,592 8.41 0.1383
2021-09-07 2019-09-30 13F LOWES COS COM 548661107 21,829 -1,429 -6.14 2,391 1.44 0.1428
2021-09-07 2019-06-30 13F LOWES COS COM 548661107 23,258 -1,158 -4.74 2,357 -11.79 0.1462
2021-09-07 2019-03-31 13F LOWES COS COM 548661107 24,416 -1,796 -6.85 2,672 11.06 0.1763
2021-09-07 2018-12-31 13F LOWES COS COM 548661107 26,212 -1,624 -5.83 2,406 -24.72 0.1780
2021-09-07 2018-09-30 13F LOWES COS COM 548661107 27,836 -1,075 -3.72 3,196 15.80 0.2128
2021-09-07 2018-06-30 13F LOWES COS COM 548661107 28,911 -7,279 -20.11 2,760 -13.07 0.2151
2021-09-07 2018-03-31 13F LOWES COS COM 548661107 36,190 7,287 25.21 3,175 18.21 0.2773
2021-09-07 2017-12-31 13F LOWES COS COM 548661107 28,903 -3,241 -10.08 2,686 4.55 0.2400
2021-09-07 2017-09-30 13F LOWES COS COM 548661107 32,144 2,194 7.33 2,569 10.64 0.2552
2021-09-07 2017-06-30 13F LOWES COS COM 548661107 29,950 -1 -0.00 2,322 -5.69 0.2382
2021-09-07 2017-03-31 13F LOWES COS COM 548661107 29,951 10,910 57.30 2,462 81.83 0.2560
2021-09-07 2016-12-31 13F LOWES COS COM 548661107 19,041 218 1.16 1,354 -0.37 0.1786
2021-09-07 2016-09-30 13F LOWES COS COM 548661107 18,823 -649 -3.33 1,359 -12.32 0.1830
2021-09-07 2016-06-30 13F LOWES COS COM 548661107 19,472 -1,077 -5.24 1,550 -1.40 0.2249
2021-09-07 2016-03-31 13F LOWES COS COM 548661107 20,549 20,549 1,572 0.2403
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.