Position in GENI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$125,023
New position
Shares Held
20,631
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#176
of 271 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 98%
Shared 0%
None 2%
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $679,611,061 across 10 Internet Content & Information names. GENI ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
1,482,027 | $528,018,880 | |
| 2 | META |
Meta Platforms, Inc.
|
262,961 | $148,123,301 | |
| 3 | NBIS |
Nebius Group N.V.
|
3,768 | $1,040,608 | |
| 4 | MTCH |
Match Group, Inc.
|
20,157 | $766,973 | |
| 5 | SNAP |
Snap Inc
|
129,831 | $576,449 | |
| 6 | SPOT |
Spotify Technology S.A.
|
1,214 | $557,383 | |
| 7 | MAX |
MediaAlpha, Inc.
|
15,273 | $191,981 | |
| 8 | RUM |
RUM Group Inc.
|
23,756 | $150,613 |
All Filings in GENI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,023 | 20,631 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||