Geneos Wealth Management Inc.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in IBKR

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

Position Value

$1,218

-$6,096 QoQ

Shares Held

-89.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,082

of 1,105 holders

Holding Since

Mar 2020

13 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $16,939,393 across 14 Capital Markets names. IBKR ranks #14 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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.	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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,218	14	-89.4%	Shares	Sole	2026-08-06
2025-06-30	$7,314	132	—	Shares	Sole	2025-08-18
2025-03-31	$4,305	0	-100.0%	Shares	Sole	2025-05-08
2022-06-30	$16,503	300	0.0%	Shares	Sole	2022-07-22
2022-03-31	$19,773	300	0.0%	Shares	Sole	2022-05-16
2021-12-31	$23,826	300	0.0%	Shares	Sole	2022-02-09
2021-09-30	$18,702	300	0.0%	Shares	Sole	2021-11-09
2021-06-30	$19,719	300	-85.2%	Shares	Sole	2021-07-08
2021-03-31	$147,979	2,026	+10.4%	Shares	Sole	2021-06-17
2020-12-31	$21,000	1,835	+511.7%	Shares	Sole	2021-05-19
2020-09-30	$14,499	300	0.0%	Shares	Sole	2021-09-07
2020-06-30	$12,531	300	0.0%	Shares	Sole	2021-09-07
2020-03-31	$12,951	300	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.