BCE Inc.
US ˙ NYSE ˙ CA05534B7604

SecurityBCE / BCE Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership646 shares
Latest Disclosed Value $ 16,305
Geneos Wealth Management Inc. ownership in BCE / BCE Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 646 shares of BCE Inc. (US:BCE) valued at $16,305 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 646 shares of BCE Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $15,769 USD.

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 BCE COM NEW 05534B760 646 0 0.00 16 6.67 0.0004
2026-01-28 2025-12-31 13F BCE COM NEW 05534B760 646 0 0.00 15 0.00 0.0004
2025-10-22 2025-09-30 13F BCE COM NEW 05534B760 646 -2,935 -81.96 15 -81.01 0.0004
2025-08-18 2025-06-30 13F BCE COM NEW 05534B760 3,581 485 15.67 79 11.27 0.0019
2025-05-21 2025-03-31 13F/A-1 BCE COM NEW 05534B760 3,096 1,217 64.77 71 65.12 0.0024
2025-05-08 2025-03-31 13F BCE COM NEW 05534B760 4,123 2,244 95 0.0024
2025-01-21 2024-12-31 13F BCE COM NEW 05534B760 1,879 -654 -25.82 44 -51.14 0.0015
2024-11-14 2024-09-30 13F BCE COM NEW 05534B760 2,533 205 8.81 88 17.33 0.0034
2024-07-23 2024-06-30 13F BCE COM NEW 05534B760 2,328 13 0.56 75 -3.85 0.0033
2024-05-03 2024-03-31 13F BCE COM NEW 05534B760 2,315 124 5.66 79 -9.30 0.0036
2024-01-26 2023-12-31 13F BCE COM NEW 05534B760 2,191 -4,610 -67.78 86 -66.80 0.0043
2023-10-11 2023-09-30 13F BCE COM NEW 05534B760 6,801 -1,265 -15.68 260 -29.43 0.0134
2023-08-08 2023-06-30 13F BCE COM NEW 05534B760 8,066 3,937 95.35 368 99.46 0.0193
2023-04-25 2023-03-31 13F BCE COM NEW 05534B760 4,129 -6,888 -62.52 185 -61.98 0.0112
2023-01-31 2022-12-31 13F BCE COM NEW 05534B760 11,017 -3,579 -24.52 484 -20.92 0.0293
2022-11-14 2022-09-30 13F BCE COM NEW 05534B760 14,596 -68 -0.46 612 -16.28 0.0421
2022-07-22 2022-06-30 13F BCE COM NEW 05534B760 14,664 434 3.05 731 -7.35 0.0361
2022-05-16 2022-03-31 13F BCE COM NEW 05534B760 14,230 -796 -5.30 789 1.02 0.0339
2022-02-09 2021-12-31 13F BCE COM NEW 05534B760 15,026 1,050 7.51 781 11.73 0.0297
2021-11-09 2021-09-30 13F BCE COM NEW 05534B760 13,976 165 1.19 699 1.90 0.0268
2021-07-08 2021-06-30 13F BCE COM NEW 05534B760 13,811 -250 -1.78 686 3.31 0.0268
2021-06-17 2021-03-31 13F BCE COM NEW 05534B760 14,061 0 0.00 664 3.91 0.0185
2021-05-19 2020-12-31 13F BCE COM NEW 05534B760 14,061 5,444 63.18 639 78.99 0.0257
2021-09-07 2020-09-30 13F BCE COM NEW 05534B760 8,617 0 0.00 357 1.42 0.0185
2021-09-07 2020-06-30 13F BCE COM NEW 05534B760 8,617 -161 -1.83 352 4.45 0.0196
2021-09-07 2020-03-31 13F BCE COM NEW 05534B760 8,778 1,228 16.26 337 -3.44 0.0226
2021-09-07 2019-12-31 13F BCE COM NEW 05534B760 7,550 0 0.00 349 -4.38 0.0186
2021-09-07 2019-09-30 13F BCE COM NEW 05534B760 7,550 261 3.58 365 10.27 0.0218
2021-09-07 2019-06-30 13F BCE COM NEW 05534B760 7,289 469 6.88 331 9.60 0.0205
2021-09-07 2019-03-31 13F BCE COM NEW 05534B760 6,820 -283 -3.98 302 7.86 0.0199
2021-09-07 2018-12-31 13F BCE COM NEW 05534B760 7,103 5,664 393.61 280 382.76 0.0207
2021-09-07 2018-09-30 13F BCE COM NEW 05534B760 1,439 0 0.00 58 0.00 0.0039
2021-09-07 2018-06-30 13F BCE COM NEW 05534B760 1,439 -486 -25.25 58 -29.27 0.0045
2021-09-07 2018-03-31 13F BCE COM NEW 05534B760 1,925 -61 -3.07 82 -13.68 0.0072
2021-09-07 2017-12-31 13F BCE COM NEW 05534B760 1,986 0 0.00 95 2.15 0.0085
2021-09-07 2017-09-30 13F BCE COM NEW 05534B760 1,986 -194 -8.90 93 -5.10 0.0092
2021-09-07 2017-06-30 13F BCE COM NEW 05534B760 2,180 1,109 103.55 98 108.51 0.0101
2021-09-07 2017-03-31 13F BCE COM NEW 05534B760 1,071 -122 -10.23 47 -7.84 0.0049
2021-09-07 2016-12-31 13F BCE COM NEW 05534B760 1,193 1 0.08 51 -7.27 0.0067
2021-09-07 2016-09-30 13F BCE COM NEW 05534B760 1,192 -12,018 -90.98 55 -91.24 0.0074
2021-09-07 2016-06-30 13F BCE COM NEW 05534B760 13,210 5,109 63.07 628 69.73 0.0911
2021-09-07 2016-03-31 13F BCE COM NEW 05534B760 8,101 8,101 370 0.0566
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.