Position in EW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$788,087
+$103,804 QoQ
Shares Held
8,712
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#649
of 1,313 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $23,034,625 across 22 Medical Devices names. EW ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
22,996 | $7,240,060 | |
| 2 | ABT |
Abbott Laboratories
|
70,606 | $6,406,788 | |
| 3 | MDT |
Medtronic plc
|
76,274 | $5,966,915 | |
| 4 | DXCM |
Dexcom Inc
|
17,140 | $1,154,379 | |
| 5 | EW |
Edwards Lifesciences Corp
This page
|
8,712 | $788,087 | |
| 6 | BSX |
Boston Scientific Corp
|
11,730 | $500,636 | |
| 7 | BFLY |
Butterfly Network, Inc.
|
53,415 | $449,754 | |
| 8 | BIO |
Bio-Rad Laboratories, Inc.
|
447 | $131,243 |
All Filings in EW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $788,087 | 8,712 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $684,283 | 8,545 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $706,807 | 8,291 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $629,392 | 8,093 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $620,909 | 7,939 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $625,429 | 8,629 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $515,248 | 6,960 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $470,244 | 7,126 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $647,236 | 7,007 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $688,605 | 7,206 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $560,056 | 7,345 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $501,933 | 7,245 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $667,384 | 7,075 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $616,669 | 7,454 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $532,864 | 7,142 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $583,698 | 7,064 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $814,255 | 8,563 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,046,295 | 8,888 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,382,039 | 10,668 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $954,473 | 8,431 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $880,345 | 8,500 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $229,257 | 2,741 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $250,061 | 2,741 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $164,349 | 2,059 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $276,578 | 4,002 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $251,618 | 1,334 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||