Position in HRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,064
+$843 QoQ
Shares Held
133
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#470
of 536 holders
Holding Since
Mar 2020
15 quarters on record
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Geneos Wealth Management Inc. holds $291,737 across 2 Personal Services names. HRB ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
3,774 | $286,673 | |
| 2 | HRB |
H&R Block Inc
This page
|
133 | $5,064 |
All Filings in HRB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,064 | 133 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,221 | 133 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,796 | 133 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,725 | 133 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $73,881 | 1,346 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $7,742 | 141 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $74,662 | 1,413 | Shares | Sole | 2025-01-21 | |
| 2021-12-31 | $23,560 | 1,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $25,000 | 1,000 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $23,480 | 1,000 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $32,612 | 1,496 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $23,726 | 1,496 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $16,290 | 1,000 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $14,280 | 1,000 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $14,080 | 1,000 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||