Prudential Financial, Inc.
MX ˙ BMV ˙ US7443201022
SecurityMX:PRU / Prudential Financial, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership3,964 shares
Latest Disclosed Value $ 387,237
Geneos Wealth Management Inc. reports 3.23% increase in ownership of PRU / Prudential Financial, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 3,964 shares of Prudential Financial, Inc. (MX:PRU) valued at $387,237 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 3,840 shares of Prudential Financial, Inc.. This represents a change in shares of 3.23% 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 PRUDENTIAL FINL COM 744320102 3,964 124 3.23 387 -10.62 0.0090
2026-01-28 2025-12-31 13F PRUDENTIAL FINL COM 744320102 3,840 -59 -1.51 433 7.18 0.0106
2025-10-22 2025-09-30 13F PRUDENTIAL FINL COM 744320102 3,899 -3,163 -44.79 404 -46.70 0.0103
2025-08-18 2025-06-30 13F PRUDENTIAL FINL COM 744320102 7,062 763 12.11 759 7.82 0.0185
2025-05-21 2025-03-31 13F/A-1 PRUDENTIAL FINL COM 744320102 6,299 321 5.37 703 -0.71 0.0236
2025-05-08 2025-03-31 13F PRUDENTIAL FINL COM 744320102 10,258 4,280 1,146 0.0289
2025-01-21 2024-12-31 13F PRUDENTIAL FINL COM 744320102 5,978 514 9.41 709 7.11 0.0248
2024-11-14 2024-09-30 13F PRUDENTIAL FINL COM 744320102 5,464 2,562 88.28 662 94.41 0.0253
2024-07-23 2024-06-30 13F PRUDENTIAL FINL COM 744320102 2,902 21 0.73 340 0.59 0.0151
2024-05-03 2024-03-31 13F PRUDENTIAL FINL COM 744320102 2,881 -238 -7.63 338 4.64 0.0155
2024-01-26 2023-12-31 13F PRUDENTIAL FINL COM 744320102 3,119 -5,205 -62.53 323 -59.06 0.0160
2023-10-11 2023-09-30 13F PRUDENTIAL FINL COM 744320102 8,324 -1,449 -14.83 790 -8.47 0.0407
2023-08-08 2023-06-30 13F PRUDENTIAL FINL COM 744320102 9,773 5,011 105.23 862 119.34 0.0452
2023-04-25 2023-03-31 13F PRUDENTIAL FINL COM 744320102 4,762 -3,459 -42.08 394 -51.90 0.0239
2023-01-31 2022-12-31 13F PRUDENTIAL FINL COM 744320102 8,221 -2,355 -22.27 818 -9.92 0.0495
2022-11-14 2022-09-30 13F PRUDENTIAL FINL COM 744320102 10,576 -4,105 -27.96 907 -36.57 0.0625
2022-07-22 2022-06-30 13F PRUDENTIAL FINL COM 744320102 14,681 573 4.06 1,430 -14.22 0.0706
2022-05-16 2022-03-31 13F PRUDENTIAL FINL COM 744320102 14,108 -34,563 -71.01 1,667 -68.37 0.0716
2022-02-09 2021-12-31 13F PRUDENTIAL FINL COM 744320102 48,671 -12,033 -19.82 5,271 -18.28 0.2007
2021-11-09 2021-09-30 13F PRUDENTIAL FINL COM 744320102 60,704 -568 -0.93 6,450 2.09 0.2471
2021-07-08 2021-06-30 13F PRUDENTIAL FINL COM 744320102 61,272 -6,220 -9.22 6,318 -6.72 0.2464
2021-06-17 2021-03-31 13F PRUDENTIAL FINL COM 744320102 67,492 160 0.24 6,773 17.85 0.1890
2021-05-19 2020-12-31 13F PRUDENTIAL FINL COM 744320102 67,332 7,153 11.89 5,747 53.70 0.2308
2021-09-07 2020-09-30 13F PRUDENTIAL FINL COM 744320102 60,179 -11,208 -15.70 3,739 -9.84 0.1938
2021-09-07 2020-06-30 13F PRUDENTIAL FINL COM 744320102 71,387 5,746 8.75 4,147 18.89 0.2307
2021-09-07 2020-03-31 13F PRUDENTIAL FINL COM 744320102 65,641 7,889 13.66 3,488 -35.20 0.2343
2021-09-07 2019-12-31 13F PRUDENTIAL FINL COM 744320102 57,752 4,645 8.75 5,383 12.43 0.2872
2021-09-07 2019-09-30 13F PRUDENTIAL FINL COM 744320102 53,107 965 1.85 4,788 -9.08 0.2859
2021-09-07 2019-06-30 13F PRUDENTIAL FINL COM 744320102 52,142 1,780 3.53 5,266 13.81 0.3266
2021-09-07 2019-03-31 13F PRUDENTIAL FINL COM 744320102 50,362 -2,522 -4.77 4,627 8.16 0.3053
2021-09-07 2018-12-31 13F PRUDENTIAL FINL COM 744320102 52,884 -994 -1.84 4,278 -21.62 0.3165
2021-09-07 2018-09-30 13F PRUDENTIAL FINL COM 744320102 53,878 50,285 1,399.53 5,458 1,529.25 0.3634
2021-09-07 2018-06-30 13F PRUDENTIAL FINL COM 744320102 3,593 -141 -3.78 335 -13.21 0.0261
2021-09-07 2018-03-31 13F PRUDENTIAL FINL COM 744320102 3,734 -91 -2.38 386 -12.07 0.0337
2021-09-07 2017-12-31 13F PRUDENTIAL FINL COM 744320102 3,825 -108 -2.75 439 5.02 0.0392
2021-09-07 2017-09-30 13F PRUDENTIAL FINL COM 744320102 3,933 236 6.38 418 4.76 0.0415
2021-09-07 2017-06-30 13F PRUDENTIAL FINL COM 744320102 3,697 -94 -2.48 399 -1.24 0.0409
2021-09-07 2017-03-31 13F PRUDENTIAL FINL COM 744320102 3,791 51 1.36 404 3.86 0.0420
2021-09-07 2016-12-31 13F PRUDENTIAL FINL COM 744320102 3,740 -216 -5.46 389 20.43 0.0513
2021-09-07 2016-09-30 13F PRUDENTIAL FINL COM 744320102 3,956 -21 -0.53 323 14.54 0.0435
2021-09-07 2016-06-30 13F PRUDENTIAL FINL COM 744320102 3,977 95 2.45 282 -0.70 0.0409
2021-09-07 2016-03-31 13F PRUDENTIAL FINL COM 744320102 3,882 3,882 284 0.0434
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.