Position in ALRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,307
+$477 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#257
of 311 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in ALRM 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. ALRM ranks #29 (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 ALRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,307 | 135 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,830 | 135 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,887 | 135 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,165 | 135 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,636 | 135 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $7,512 | 135 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,208 | 135 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,489 | 137 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,577 | 135 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $9,783 | 135 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,723 | 135 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,253 | 135 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||