Position in BBY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$51,067
+$1,505 QoQ
Shares Held
673
-12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#687
of 864 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in BBY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Geneos Wealth Management Inc. holds $2,023,043 across 12 Specialty Retail names. BBY ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
40,224 | $1,271,480 | |
| 2 | WSM |
Williams Sonoma Inc
|
1,877 | $437,528 | |
| 3 | CASY |
Caseys General Stores Inc
|
105 | $83,452 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
131 | $59,078 | |
| 5 | BBY |
Best Buy Co Inc
This page
|
673 | $51,067 | |
| 6 | RH |
Rh
|
302 | $49,748 | |
| 7 | WINA |
Winmark Corp
|
70 | $29,615 | |
| 8 | EYE |
National Vision Holdings, Inc.
|
800 | $15,208 |
All Filings in BBY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,067 | 673 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $49,562 | 772 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $53,276 | 796 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $91,651 | 1,212 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $98,412 | 1,466 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $161,868 | 2,199 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $98,069 | 1,143 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $126,232 | 1,222 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $75,608 | 897 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $319,260 | 3,892 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $311,241 | 3,976 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $98,925 | 1,424 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $286,333 | 3,494 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $244,045 | 3,118 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $286,670 | 3,574 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $199,521 | 3,150 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $361,478 | 5,545 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $435,047 | 4,786 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $554,228 | 5,455 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $234,041 | 2,214 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $254,105 | 2,210 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $242,937 | 2,116 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $212,452 | 2,129 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $211,339 | 1,899 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $86,659 | 993 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $56,544 | 992 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||