Geneos Wealth Management Inc.
Position in DOCN — DigitalOcean Holdings, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in DOCN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$240,726
+$90,097 QoQ
Shares Held
1,533
-12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#404
of 564 holders
Holding Since
Sep 2021
20 quarters on record
Common Shares in DOCN 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. DOCN ranks #12 (0.2% 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.
|
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 DOCN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,726 | 1,533 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $150,629 | 1,756 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $84,498 | 1,756 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $59,984 | 1,756 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $50,151 | 1,756 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $64,876 | 1,943 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $79,417 | 2,331 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $94,754 | 2,346 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $84,998 | 2,446 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $84,874 | 2,223 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $77,892 | 2,123 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $24,582 | 1,023 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $41,063 | 1,023 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,734 | 223 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $26,055 | 1,023 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $37,001 | 1,023 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $56,663 | 1,370 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $72,775 | 1,258 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $28,597 | 356 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $15,991 | 206 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||