Geneos Wealth Management Inc.
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in CRWD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,097,005
+$9,900,828 QoQ
Shares Held
110,580
-3.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#326
of 2,437 holders
Holding Since
Jun 2020
25 quarters on record
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $115,519,491 across 37 Software - Infrastructure names. CRWD ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
This page
|
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 |
All Filings in CRWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,097,005 | 27,645 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,196,177 | 28,678 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,770,428 | 27,243 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,099,030 | 26,712 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $13,135,104 | 25,790 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $9,438,919 | 26,771 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,179,751 | 18,061 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,157,126 | 14,822 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,535,694 | 9,227 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,382,063 | 4,311 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,612,856 | 6,317 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,080,437 | 6,455 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $951,864 | 6,481 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $908,523 | 6,619 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $596,257 | 5,663 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $989,354 | 6,003 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,150,927 | 6,828 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,912,694 | 8,423 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,493,446 | 7,294 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,552,838 | 6,318 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,053,240 | 4,191 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $774,754 | 4,245 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $575,938 | 2,719 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $169,178 | 1,232 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $39,113 | 390 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||