Position in AVGO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$16,063,259
-$3,380,292 QoQ
Shares Held
51,899
-7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Geneos Wealth Management Inc. holds $75,280,793 across 23 Semiconductors names. AVGO ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
187,638 | $32,724,067 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
51,899 | $16,063,259 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
18,102 | $6,117,570 | |
| 4 | QCOM |
Qualcomm Inc/De
|
38,673 | $4,980,308 | |
| 5 | MU |
Micron Technology Inc
|
8,768 | $2,962,181 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
14,358 | $2,920,847 | |
| 7 | INTC |
Intel Corp
|
55,352 | $2,442,683 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
14,147 | $1,401,260 |
All Filings in AVGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,063,259 | 51,899 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $19,443,551 | 56,179 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $22,192,055 | 67,267 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $22,258,461 | 80,749 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $10,737,285 | 64,130 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $11,627,239 | 50,152 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $9,326,902 | 54,069 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,188,894 | 7,405 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,068,678 | 8,063 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $591,166 | 5,296 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $539,877 | 6,500 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,193,583 | 13,760 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $861,139 | 13,423 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,053,177 | 18,836 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $682,132 | 15,363 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $691,161 | 14,227 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $750,452 | 11,918 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $808,007 | 12,143 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $726,376 | 14,979 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $714,401 | 14,982 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $720,574 | 15,541 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $708,266 | 16,176 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $584,842 | 16,053 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $648,831 | 20,558 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $483,707 | 20,401 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||