Geneos Wealth Management Inc.

Position in BROS — Dutch Bros Inc.

CIK 1764754 ENGLEWOOD, CO

Position in BROS

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

Position Value

$1,220

+$359 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#520

of 549 holders

Holding Since

Mar 2022

18 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $13,710,584 across 14 Restaurants names. BROS ranks #13 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc	37,736	$7,773,993
2	MCD	Mcdonalds Corp	15,027	$4,061,948
3	SBUX	Starbucks Corp	4,002	$408,964
4	YUM	Yum Brands Inc	2,013	$321,798
5	CAVA	Cava Group, Inc.	3,340	$262,123
6	YUMC	Yum China Holdings, Inc.	6,262	$255,927
7	CMG	Chipotle Mexican Grill Inc	6,435	$218,790
8	QSR	Restaurant Brands International Inc.	2,500	$181,275

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,220	17	0.0%	Shares	Sole	2026-08-06
2026-03-31	$861	17	0.0%	Shares	Sole	2026-05-05
2025-12-31	$1,040	17	-89.8%	Shares	Sole	2026-01-28
2025-09-30	$8,740	167	-93.8%	Shares	Sole	2025-10-22
2025-06-30	$184,667	2,701	+5.0%	Shares	Sole	2025-08-18
2025-03-31	$158,795	2,572	+1614.7%	Shares	Sole	2025-05-08
2024-12-31	$7,857	150	-40.0%	Shares	Sole	2025-01-21
2024-09-30	$8,007	250	-83.1%	Shares	Sole	2024-11-14
2024-06-30	$61,065	1,475	-23.4%	Shares	Sole	2024-07-23
2024-03-31	$63,525	1,925	-2.5%	Shares	Sole	2024-05-03
2023-12-31	$62,548	1,975	-35.6%	Shares	Sole	2024-01-26
2023-09-30	$71,261	3,065	+240.6%	Shares	Sole	2023-10-11
2023-06-30	$25,605	900	+500.0%	Shares	Sole	2023-08-08
2023-03-31	$4,744	150	-95.0%	Shares	Sole	2023-04-25
2022-12-31	$84,429	2,995	+92.5%	Shares	Sole	2023-01-31
2022-09-30	$48,469	1,556	-64.4%	Shares	Sole	2022-11-14
2022-06-30	$138,342	4,371	+57.1%	Shares	Sole	2022-07-22
2022-03-31	$153,816	2,783	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.