Position in HCA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,047,380
-$651,463 QoQ
Shares Held
7,816
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#464
of 1,326 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $3,151,349 across 6 Medical Care Facilities names. HCA ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
7,816 | $3,047,380 | |
| 2 | OPCH |
Option Care Health, Inc.
|
2,200 | $46,134 | |
| 3 | HCSG |
Healthcare Services Group Inc
|
1,142 | $28,047 | |
| 4 | SNDA |
Sonida Senior Living, Inc.
|
429 | $17,503 | |
| 5 | UHS |
Universal Health Services Inc
|
74 | $11,003 | |
| 6 | ENSG |
Ensign Group, Inc
|
8 | $1,282 |
All Filings in HCA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,047,380 | 7,816 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,698,843 | 7,816 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,613,963 | 7,741 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $366,958 | 861 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,531,250 | 3,997 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,231,561 | 6,458 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $993,196 | 3,309 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,315,207 | 3,236 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $97,347 | 303 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $101,059 | 303 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $86,346 | 319 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $78,713 | 320 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $34,293 | 113 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $27,950 | 106 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $29,275 | 122 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,335 | 78 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,703 | 266 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $76,439 | 305 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $134,369 | 523 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $113,592 | 468 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $96,547 | 467 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $127,317 | 676 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $109,859 | 668 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $82,288 | 660 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $35,426 | 365 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $54,269 | 604 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||