Geneos Wealth Management Inc.

Position in ACN — Accenture plc

CIK 1764754 ENGLEWOOD, CO

Position in ACN

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,271,278

-$2,337,156 QoQ

Shares Held

26,288

-7.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#563

of 1,851 holders

Holding Since

Mar 2020

26 quarters on record

Technology · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $8,779,869 across 18 Information Technology Services names. ACN ranks #2 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	14,119	$3,970,403
2	ACN	Accenture plc This page	26,288	$3,271,278
3	APLD	Applied Digital Corp.	19,565	$729,774
4	INOD	Innodata Inc	4,190	$316,680
5	CDW	CDW Corp	1,450	$203,928
6	BR	Broadridge Financial Solutions, Inc.	645	$88,332
7	LDOS	Leidos Holdings, Inc.	833	$85,774
8	CACI	Caci International Inc /De/	47	$21,773

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,271,278	26,288	-7.1%	Shares	Sole	2026-08-06
2026-03-31	$5,608,434	28,284	+8.0%	Shares	Sole	2026-05-05
2025-12-31	$7,023,289	26,177	-0.9%	Shares	Sole	2026-01-28
2025-09-30	$6,513,939	26,415	+0.4%	Shares	Sole	2025-10-22
2025-06-30	$7,860,209	26,298	-1.6%	Shares	Sole	2025-08-18
2025-03-31	$8,335,524	26,713	+97.7%	Shares	Sole	2025-05-08
2024-12-31	$4,752,682	13,510	+2.1%	Shares	Sole	2025-01-21
2024-09-30	$4,675,126	13,226	+10.1%	Shares	Sole	2024-11-14
2024-06-30	$3,645,167	12,014	+5.9%	Shares	Sole	2024-07-23
2024-03-31	$3,931,943	11,344	+1.0%	Shares	Sole	2024-05-03
2023-12-31	$3,941,421	11,232	-1.0%	Shares	Sole	2024-01-26
2023-09-30	$3,485,391	11,349	+3.0%	Shares	Sole	2023-10-11
2023-06-30	$3,400,860	11,021	+6.1%	Shares	Sole	2023-08-08
2023-03-31	$2,969,280	10,389	-15.0%	Shares	Sole	2023-04-25
2022-12-31	$3,262,919	12,228	+4.5%	Shares	Sole	2023-01-31
2022-09-30	$3,012,211	11,707	-15.9%	Shares	Sole	2022-11-14
2022-06-30	$3,864,332	13,918	+2.4%	Shares	Sole	2022-07-22
2022-03-31	$4,583,292	13,591	+15.7%	Shares	Sole	2022-05-16
2021-12-31	$4,870,547	11,749	+1.7%	Shares	Sole	2022-02-09
2021-09-30	$3,696,035	11,553	+5.9%	Shares	Sole	2021-11-09
2021-06-30	$3,215,864	10,909	-10.9%	Shares	Sole	2021-07-08
2021-03-31	$3,381,300	12,240	-6.4%	Shares	Sole	2021-06-17
2020-12-31	$3,416,365	13,079	+18.2%	Shares	Sole	2021-05-19
2020-09-30	$2,500,353	11,064	+9.1%	Shares	Sole	2021-09-07
2020-06-30	$2,176,616	10,137	+25.3%	Shares	Sole	2021-09-07
2020-03-31	$1,320,610	8,089	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.