Position in ALGN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,974
-$197 QoQ
Shares Held
71
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#561
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $3,802,926 across 12 Medical Instruments & Supplies names. ALGN ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,805 | $1,910,852 | |
| 2 | WRBY |
Warby Parker Inc.
|
27,089 | $821,880 | |
| 3 | BDX |
Becton Dickinson & Co
|
4,513 | $682,952 | |
| 4 | COO |
Cooper Companies, Inc.
|
3,052 | $218,858 | |
| 5 | SOLV |
Solventum Corp
|
1,186 | $91,499 | |
| 6 | ATR |
Aptargroup, Inc.
|
233 | $29,171 | |
| 7 | BAX |
Baxter International Inc
|
684 | $14,582 | |
| 8 | ALGN |
Align Technology Inc
This page
|
71 | $11,974 |
All Filings in ALGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,974 | 71 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,171 | 71 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,086 | 71 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,144 | 89 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $14,767 | 78 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $7,943 | 50 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $17,097 | 82 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,166,792 | 12,452 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,030,429 | 12,552 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,012,757 | 12,237 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,311,290 | 12,085 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,838,788 | 12,573 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,203,718 | 11,887 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,182,015 | 9,523 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,615,160 | 12,400 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,763,261 | 13,342 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,877,433 | 12,158 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,540,940 | 10,415 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,958,221 | 10,588 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $7,256,514 | 10,905 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,574,971 | 10,761 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $6,543,848 | 12,084 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $6,539,208 | 12,237 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $5,249,544 | 16,036 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $4,394,333 | 16,012 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $2,637,951 | 15,165 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||