Position in BDX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$682,952
-$28,042 QoQ
Shares Held
4,513
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#701
of 1,430 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in BDX 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. BDX ranks #3 (18.0% of the industry book) .
| # | 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
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|
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 BDX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,952 | 4,513 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $710,994 | 4,522 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $865,940 | 4,462 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $656,217 | 3,506 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $592,023 | 3,437 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $808,810 | 3,531 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $825,352 | 3,638 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $903,401 | 3,747 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $684,770 | 2,930 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $630,255 | 2,547 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $551,055 | 2,260 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $664,163 | 2,569 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $644,976 | 2,443 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $520,081 | 2,101 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $605,742 | 2,382 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $551,058 | 2,473 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $773,364 | 3,137 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $840,559 | 3,160 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $754,942 | 3,002 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $722,710 | 2,940 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $703,305 | 2,892 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,100,010 | 4,524 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,298,391 | 5,189 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $676,168 | 2,906 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $706,564 | 2,953 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $653,925 | 2,846 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||