Position in ATRC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$32,381
-$12,519 QoQ
Shares Held
1,135
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Common Shares in ATRC 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.
| # | 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
|
71 | $11,974 |
All Filings in ATRC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,381 | 1,135 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $44,900 | 1,135 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $40,008 | 1,135 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $37,193 | 1,135 | Shares | Sole | 2025-08-18 | |
| 2021-12-31 | $78,916 | 1,135 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $83,738 | 1,204 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $90,039 | 1,135 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $74,365 | 1,135 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $63,185 | 1,135 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $45,286 | 1,135 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $51,018 | 1,135 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $38,124 | 1,135 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||