Geneos Wealth Management Inc.

Position in HD — Home Depot, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in HD

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

Position Value

$12,222,478

+$585,364 QoQ

Shares Held

34,656

-2.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#713

of 4,083 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $14,689,981 across 2 Home Improvement Retail names. HD ranks #1 (83.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	34,656	$12,222,478
2	LOW	Lowes Companies Inc	11,191	$2,467,503

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,222,478	34,656	-2.1%	Shares	Sole	2026-08-06
2026-03-31	$11,637,114	35,383	-5.1%	Shares	Sole	2026-05-05
2025-12-31	$12,835,618	37,302	-3.1%	Shares	Sole	2026-01-28
2025-09-30	$15,595,357	38,489	-9.9%	Shares	Sole	2025-10-22
2025-06-30	$15,656,261	42,702	+3.3%	Shares	Sole	2025-08-18
2025-03-31	$15,151,063	41,341	+88.0%	Shares	Sole	2025-05-08
2024-12-31	$8,553,890	21,990	+0.8%	Shares	Sole	2025-01-21
2024-09-30	$8,843,895	21,826	+24.9%	Shares	Sole	2024-11-14
2024-06-30	$6,013,528	17,469	+3.1%	Shares	Sole	2024-07-23
2024-03-31	$6,497,033	16,937	+1.6%	Shares	Sole	2024-05-03
2023-12-31	$5,777,335	16,671	-3.6%	Shares	Sole	2024-01-26
2023-09-30	$5,224,648	17,291	+1.0%	Shares	Sole	2023-10-11
2023-06-30	$5,319,399	17,124	+6.2%	Shares	Sole	2023-08-08
2023-03-31	$4,757,924	16,122	-13.4%	Shares	Sole	2023-04-25
2022-12-31	$5,878,154	18,610	+6.8%	Shares	Sole	2023-01-31
2022-09-30	$4,809,634	17,430	-29.6%	Shares	Sole	2022-11-14
2022-06-30	$6,787,359	24,747	-8.8%	Shares	Sole	2022-07-22
2022-03-31	$8,118,428	27,122	-16.8%	Shares	Sole	2022-05-16
2021-12-31	$13,531,816	32,606	-3.0%	Shares	Sole	2022-02-09
2021-09-30	$11,039,055	33,629	+2.6%	Shares	Sole	2021-11-09
2021-06-30	$10,451,300	32,774	-14.3%	Shares	Sole	2021-07-08
2021-03-31	$11,667,265	38,222	-2.7%	Shares	Sole	2021-06-17
2020-12-31	$10,438,600	39,299	+31.1%	Shares	Sole	2021-05-19
2020-09-30	$8,323,801	29,973	+1.2%	Shares	Sole	2021-09-07
2020-06-30	$7,418,603	29,614	+7.7%	Shares	Sole	2021-09-07
2020-03-31	$5,132,844	27,491	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.