Position in EFOR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,935
+$7,787 QoQ
Shares Held
500
+2073.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 242 holders
Holding Since
Sep 2024
4 quarters on record
Common Shares in EFOR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $8,779,869 across 18 Information Technology Services names. EFOR ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
14,119 | $3,970,403 | |
| 2 | ACN |
Accenture plc
|
26,288 | $3,271,278 | |
| 3 | APLD |
Applied Digital Corp.
|
19,565 | $729,774 | |
| 4 | INOD |
Innodata Inc
|
4,190 | $316,680 | |
| 5 | CDW |
CDW Corp
|
1,450 | $203,928 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
645 | $88,332 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
833 | $85,774 | |
| 8 | CACI |
Caci International Inc /De/
|
47 | $21,773 |
All Filings in EFOR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,935 | 500 | Shares | Sole | 2026-08-06 | |
| 2025-06-30 | $1,148 | 23 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,268 | 36 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $745 | 8 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||