Verizon Communications Inc.
MX ˙ BMV ˙ US92343V1044
SecurityMX:VZ / Verizon Communications Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership153,514 shares
Latest Disclosed Value $ 7,706,397
Geneos Wealth Management Inc. reports 10.12% increase in ownership of VZ / Verizon Communications Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 153,514 shares of Verizon Communications Inc. (MX:VZ) valued at $7,706,397 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 139,408 shares of Verizon Communications Inc.. This represents a change in shares of 10.12% 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 VERIZON COMMUNICATIONS COM 92343V104 153,514 14,106 10.12 7,706 35.72 0.1788
2026-01-28 2025-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 139,408 -11,143 -7.40 5,678 -14.18 0.1389
2025-10-22 2025-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 150,551 -12,627 -7.74 6,617 -6.29 0.1679
2025-08-18 2025-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 163,178 19,530 13.60 7,061 8.37 0.1725
2025-05-21 2025-03-31 13F/A-1 VERIZON COMMUNICATIONS COM 92343V104 143,648 -18,233 -11.26 6,516 0.65 0.2183
2025-05-08 2025-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 176,219 14,338 7,993 0.2018
2025-01-21 2024-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 161,881 4,224 2.68 6,474 -8.57 0.2267
2024-11-14 2024-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 157,657 26,260 19.99 7,080 30.68 0.2702
2024-07-23 2024-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 131,397 -32,518 -19.84 5,419 -21.22 0.2406
2024-05-03 2024-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 163,915 5,568 3.52 6,878 15.21 0.3150
2024-01-26 2023-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 158,347 -33,197 -17.33 5,970 -3.83 0.2948
2023-10-11 2023-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 191,544 -1,065 -0.55 6,208 -13.35 0.3196
2023-08-08 2023-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 192,609 30,629 18.91 7,163 13.72 0.3752
2023-04-25 2023-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 161,980 -19,297 -10.65 6,299 -11.80 0.3825
2023-01-31 2022-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 181,277 39,019 27.43 7,142 32.23 0.4326
2022-11-14 2022-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 142,258 -68,529 -32.51 5,401 -50.38 0.3719
2022-07-22 2022-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 210,787 12,651 6.39 10,885 7.85 0.5377
2022-05-16 2022-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 198,136 53,240 36.74 10,093 34.07 0.4335
2022-02-09 2021-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 144,896 -5,297 -3.53 7,528 -7.69 0.2866
2021-11-09 2021-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 150,193 3,170 2.16 8,155 -1.71 0.3124
2021-07-08 2021-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 147,023 -24,028 -14.05 8,297 -16.16 0.3236
2021-06-17 2021-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 171,051 2,723 1.62 9,896 15.08 0.2762
2021-05-19 2020-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 168,328 14,609 9.50 8,599 -5.81 0.3453
2021-09-07 2020-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 153,719 -2,755 -1.76 9,129 9.75 0.4732
2021-09-07 2020-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 156,474 1,724 1.11 8,318 1.86 0.4626
2021-09-07 2020-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 154,750 1,469 0.96 8,166 -13.41 0.5486
2021-09-07 2019-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 153,281 -1,478 -0.96 9,431 1.06 0.5032
2021-09-07 2019-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 154,759 -4,602 -2.89 9,332 2.50 0.5573
2021-09-07 2019-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 159,361 -1,289 -0.80 9,104 -4.62 0.5646
2021-09-07 2019-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 160,650 6,206 4.02 9,545 11.82 0.6298
2021-09-07 2018-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 154,444 -3,869 -2.44 8,536 0.99 0.6315
2021-09-07 2018-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 158,313 5,205 3.40 8,452 9.74 0.5628
2021-09-07 2018-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 153,108 -17,168 -10.08 7,702 -5.40 0.6004
2021-09-07 2018-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 170,276 -3,760 -2.16 8,142 -11.61 0.7110
2021-09-07 2017-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 174,036 10,707 6.56 9,211 13.96 0.8231
2021-09-07 2017-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 163,329 5,719 3.63 8,083 14.85 0.8030
2021-09-07 2017-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 157,610 -8,075 -4.87 7,038 -12.86 0.7220
2021-09-07 2017-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 165,685 11,137 7.21 8,077 -2.09 0.8400
2021-09-07 2016-12-31 13F VERIZON COMMUNICATIONS COM 92343V104 154,548 7,954 5.43 8,249 8.27 1.0882
2021-09-07 2016-09-30 13F VERIZON COMMUNICATIONS COM 92343V104 146,594 -3,641 -2.42 7,619 -9.80 1.0259
2021-09-07 2016-06-30 13F VERIZON COMMUNICATIONS COM 92343V104 150,235 30 0.02 8,447 4.13 1.2256
2021-09-07 2016-03-31 13F VERIZON COMMUNICATIONS COM 92343V104 150,205 150,205 8,112 1.2402
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.