Geneos Wealth Management Inc.
Position in CHRW — C. H. Robinson Worldwide, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in CHRW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$65,919
+$7,795 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#711
of 886 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $3,229,651 across 8 Integrated Freight & Logistics names. CHRW ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
16,137 | $1,734,727 | |
| 2 | CYRX |
Cryoport, Inc.
|
50,000 | $785,000 | |
| 3 | FDX |
Fedex Corp
|
1,850 | $579,290 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
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|
350 | $65,919 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
86 | $24,890 | |
| 6 | PAL |
Proficient Auto Logistics, Inc
|
2,500 | $17,025 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
99 | $16,135 | |
| 8 | SERV |
Serve Robotics Inc. /DE/
|
1,013 | $6,665 |
All Filings in CHRW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,919 | 350 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $58,124 | 350 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $56,266 | 350 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $46,340 | 350 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $41,162 | 429 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $48,640 | 475 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $40,914 | 396 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $43,706 | 396 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,842 | 350 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $27,562 | 362 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $30,236 | 350 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $30,145 | 350 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $56,610 | 600 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $34,779 | 350 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $32,046 | 350 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $33,708 | 350 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,479 | 350 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $37,698 | 350 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $37,670 | 350 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $30,450 | 350 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $32,784 | 350 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $62,506 | 655 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $60,733 | 647 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $45,985 | 450 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $35,577 | 450 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $29,790 | 450 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||