Position in COIN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$121,922
-$262,918 QoQ
Shares Held
834
-62.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#794
of 1,109 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $8,962,199 across 9 Financial Data & Stock Exchanges names. COIN ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
49,026 | $6,035,590 | |
| 2 | SPGI |
S&P Global Inc.
|
2,601 | $1,002,266 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
11,014 | $868,123 | |
| 4 | CME |
Cme Group Inc.
|
3,804 | $840,037 | |
| 5 | COIN |
Coinbase Global, Inc.
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|
834 | $121,922 | |
| 6 | MCO |
Moodys Corp /De/
|
174 | $78,808 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
42 | $10,192 | |
| 8 | FDS |
Factset Research Systems Inc
|
18 | $4,141 |
All Filings in COIN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,922 | 834 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $384,840 | 2,204 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $377,879 | 1,671 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $496,447 | 1,471 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $641,747 | 1,831 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $124,005 | 720 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $164,126 | 661 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $36,346 | 204 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $86,003 | 387 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $29,693 | 112 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,087 | 12 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $27,779 | 370 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $126,929 | 1,774 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $119,869 | 1,774 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $62,675 | 1,771 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $123,820 | 1,920 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $254,284 | 5,408 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $323,901 | 1,706 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||