Position in DE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,499,260
+$295,068 QoQ
Shares Held
3,940
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#898
of 2,638 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $20,105,717 across 6 Farm & Heavy Construction Machinery names. DE ranks #2 (12.4% of the industry book) .
All Filings in DE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,499,260 | 3,940 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,204,192 | 3,913 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,835,742 | 3,943 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,876,595 | 4,104 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,323,799 | 4,570 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,481,453 | 5,287 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,694,172 | 11,079 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,156,606 | 9,960 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,806,168 | 10,187 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,317,288 | 10,511 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,712,068 | 11,784 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,835,369 | 12,813 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,884,970 | 12,056 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,030,947 | 9,763 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,312,765 | 12,391 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,372,957 | 16,092 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,279,934 | 4,274 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,834,255 | 4,415 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,598,553 | 4,662 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,443,146 | 4,307 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,509,951 | 4,281 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $2,607,007 | 6,968 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,861,287 | 6,918 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $980,712 | 4,425 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $723,832 | 4,606 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $634,845 | 4,595 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||