Geneos Wealth Management Inc.
Position in HPE — Hewlett Packard Enterprise Co
CIK 1764754
ENGLEWOOD, CO
Position in HPE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$158,561
+$102,775 QoQ
Shares Held
3,515
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,119
of 1,407 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $8,451,862 across 14 Communication Equipment names. HPE ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
38,287 | $4,497,191 | |
| 2 | CIEN |
Ciena Corp
|
2,845 | $1,395,643 | |
| 3 | AAOI |
Applied Optoelectronics, Inc.
|
9,005 | $1,334,180 | |
| 4 | LITE |
Lumentum Holdings Inc.
|
699 | $599,783 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
414 | $171,930 | |
| 6 | ZBRA |
Zebra Technologies Corp
|
612 | $161,115 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
This page
|
3,515 | $158,561 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
700 | $62,202 |
All Filings in HPE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,561 | 3,515 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $55,786 | 2,343 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $86,255 | 3,591 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $88,047 | 3,585 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $89,039 | 4,354 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $46,999 | 3,046 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $65,736 | 3,079 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $62,689 | 3,064 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $44,435 | 2,099 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $37,321 | 2,105 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $36,150 | 2,129 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $42,730 | 2,460 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $41,193 | 2,452 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $32,720 | 2,054 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $22,008 | 1,379 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $16,352 | 1,365 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $70,728 | 5,334 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $86,173 | 5,157 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $98,862 | 6,269 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $101,061 | 7,092 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $103,299 | 7,085 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $127,100 | 8,075 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $98,722 | 8,331 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $83,336 | 8,894 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $120,554 | 12,390 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $119,908 | 12,349 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||