Geneos Wealth Management Inc.

Position in GS — Goldman Sachs Group Inc

CIK 1764754 ENGLEWOOD, CO

Position in GS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,316,803

-$6,068,689 QoQ

Shares Held

1,302

-85.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,573

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $16,939,393 across 14 Capital Markets names. GS ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	96,731	$8,925,369
2	HLI	Houlihan Lokey, Inc.	27,923	$3,745,311
3	GS	Goldman Sachs Group Inc This page	1,302	$1,316,803
4	HOOD	Robinhood Markets, Inc.	12,527	$1,256,207
5	MS	Morgan Stanley	4,458	$931,900
6	MC	Moelis & Co	7,910	$517,472
7	MARA	MARA Holdings, Inc.	6,138	$85,256
8	JEF	Jefferies Financial Group Inc.	1,633	$81,617

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,316,803	1,302	-85.1%	Shares	Sole	2026-08-06
2026-03-31	$7,385,492	8,730	-1.0%	Shares	Sole	2026-05-05
2025-12-31	$7,750,143	8,817	-5.3%	Shares	Sole	2026-01-28
2025-09-30	$7,410,833	9,306	-8.8%	Shares	Sole	2025-10-22
2025-06-30	$7,225,419	10,209	-8.6%	Shares	Sole	2025-08-18
2025-03-31	$6,102,059	11,170	-0.8%	Shares	Sole	2025-05-08
2024-12-31	$6,448,273	11,261	+2.3%	Shares	Sole	2025-01-21
2024-09-30	$5,448,685	11,005	+21.6%	Shares	Sole	2024-11-14
2024-06-30	$4,092,139	9,047	-28.8%	Shares	Sole	2024-07-23
2024-03-31	$5,304,663	12,700	-3.8%	Shares	Sole	2024-05-03
2023-12-31	$5,092,164	13,200	-21.1%	Shares	Sole	2024-01-26
2023-09-30	$5,411,061	16,723	+2.9%	Shares	Sole	2023-10-11
2023-06-30	$5,243,532	16,257	+18.7%	Shares	Sole	2023-08-08
2023-03-31	$4,478,463	13,691	-22.3%	Shares	Sole	2023-04-25
2022-12-31	$6,052,759	17,627	+27.0%	Shares	Sole	2023-01-31
2022-09-30	$4,067,827	13,881	+392.4%	Shares	Sole	2022-11-14
2022-06-30	$837,299	2,819	-48.3%	Shares	Sole	2022-07-22
2022-03-31	$1,799,045	5,450	+19.5%	Shares	Sole	2022-05-16
2021-12-31	$1,745,193	4,562	+16.1%	Shares	Sole	2022-02-09
2021-09-30	$1,484,901	3,928	+2.3%	Shares	Sole	2021-11-09
2021-06-30	$1,457,015	3,839	+10.8%	Shares	Sole	2021-07-08
2021-03-31	$1,133,382	3,466	+203.5%	Shares	Sole	2021-06-17
2020-12-31	$301,156	1,142	+15.0%	Shares	Sole	2021-05-19
2020-09-30	$199,563	993	-13.7%	Shares	Sole	2021-09-07
2020-06-30	$227,460	1,151	+6.8%	Shares	Sole	2021-09-07
2020-03-31	$166,648	1,078	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.