Geneos Wealth Management Inc.

Position in BOX — Box Inc

CIK 1764754 ENGLEWOOD, CO

Position in BOX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$26,540

-$11,284 QoQ

Shares Held

1,000

-37.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#293

of 390 holders

Holding Since

Mar 2020

17 quarters on record

Technology · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $115,519,491 across 37 Software - Infrastructure names. BOX ranks #22 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	99,678	$37,181,887
2	PANW	Palo Alto Networks Inc	87,052	$29,686,473
3	CRWD	CrowdStrike Holdings, Inc.	110,580	$21,097,005
4	FTNT	Fortinet, Inc.	95,451	$14,663,182
5	ORCL	Oracle Corp	22,610	$3,313,495
6	NET	Cloudflare, Inc.	9,315	$2,284,783
7	OKTA	Okta, Inc.	14,628	$1,995,990
8	PLTR	Palantir Technologies Inc.	16,856	$1,966,589

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,540	1,000	-37.5%	Shares	Sole	2026-08-06
2026-03-31	$37,824	1,600	0.0%	Shares	Sole	2026-05-05
2025-12-31	$47,856	1,600	0.0%	Shares	Sole	2026-01-28
2025-09-30	$51,632	1,600	-11.6%	Shares	Sole	2025-10-22
2025-06-30	$61,847	1,810	0.0%	Shares	Sole	2025-08-18
2025-03-31	$55,856	1,810	+4209.5%	Shares	Sole	2025-05-08
2024-03-31	$1,189	42	-58.0%	Shares	Sole	2024-05-03
2022-06-30	$2,514	100	0.0%	Shares	Sole	2022-07-22
2022-03-31	$2,906	100	-80.0%	Shares	Sole	2022-05-16
2021-12-31	$13,095	500	0.0%	Shares	Sole	2022-02-09
2021-09-30	$11,835	500	0.0%	Shares	Sole	2021-11-09
2021-06-30	$12,775	500	-44.4%	Shares	Sole	2021-07-08
2021-03-31	$20,664	900	-40.6%	Shares	Sole	2021-06-17
2020-12-31	$27,363	1,516	+61.1%	Shares	Sole	2021-05-19
2020-09-30	$16,335	941	0.0%	Shares	Sole	2021-09-07
2020-06-30	$19,535	941	0.0%	Shares	Sole	2021-09-07
2020-03-31	$13,211	941	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.