Position in HOOD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,256,207
+$462,722 QoQ
Shares Held
12,527
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#634
of 1,380 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $16,939,393 across 14 Capital Markets names. HOOD ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
1,302 | $1,316,803 | |
| 4 | HOOD |
Robinhood Markets, Inc.
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|
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 |
All Filings in HOOD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,256,207 | 12,527 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $793,485 | 11,450 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,481,610 | 13,100 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,828,122 | 12,768 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,735,619 | 18,537 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $350,814 | 8,429 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $203,514 | 5,462 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $127,076 | 5,426 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $153,951 | 6,779 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $272,680 | 13,546 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $189,813 | 14,899 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $159,314 | 16,240 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $167,474 | 16,781 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $176,081 | 18,134 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $158,624 | 19,487 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $251,479 | 24,899 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $213,604 | 25,986 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $424,051 | 31,388 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||