Position in FTNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,663,182
+$6,721,061 QoQ
Shares Held
95,451
-1.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#288
of 1,557 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in FTNT 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. FTNT ranks #4 (12.7% 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.
This page
|
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 FTNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,663,182 | 95,451 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,942,121 | 97,187 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,435,555 | 93,635 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,471,264 | 88,859 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,662,062 | 81,934 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $7,702,821 | 80,021 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,913,810 | 52,009 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,303,785 | 42,602 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,555,327 | 42,398 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,348,361 | 34,378 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $628,319 | 10,735 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $624,120 | 10,636 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $847,363 | 11,210 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $775,920 | 11,675 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $611,418 | 12,506 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $703,394 | 14,317 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $851,132 | 15,043 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,301,004 | 3,807 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,543,982 | 4,296 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,104,495 | 3,782 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $717,428 | 3,012 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $589,406 | 3,196 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $483,613 | 3,256 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $208,170 | 1,767 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $358,823 | 2,614 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $216,200 | 2,137 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||