Position in ALKT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,270
+$1,524 QoQ
Shares Held
622
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#179
of 204 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in ALKT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $25,911,144 across 43 Software - Application names. ALKT ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
98,540 | $7,110,646 | |
| 2 | ADP |
Automatic Data Processing Inc
|
16,549 | $3,706,148 | |
| 3 | CRM |
Salesforce, Inc.
|
23,606 | $3,698,115 | |
| 4 | ADBE |
Adobe Inc.
|
16,922 | $3,469,348 | |
| 5 | DDOG |
Datadog, Inc.
|
10,042 | $2,614,535 | |
| 6 | DT |
Dynatrace, Inc.
|
35,338 | $1,551,691 | |
| 7 | MSTR |
Strategy Inc
|
10,278 | $893,466 | |
| 8 | INTU |
Intuit Inc.
|
2,467 | $643,887 |
All Filings in ALKT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,270 | 622 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,746 | 622 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,349 | 622 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,474 | 784 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $20,977 | 696 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $6,720 | 0 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,795 | 158 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||