Geneos Wealth Management Inc.
Position in IBM — International Business Machines Corp
CIK 1764754
ENGLEWOOD, CO
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,970,403
-$1,379,629 QoQ
Shares Held
14,119
-36.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#973
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $8,779,869 across 18 Information Technology Services names. IBM ranks #1 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
14,119 | $3,970,403 | |
| 2 | ACN |
Accenture plc
|
26,288 | $3,271,278 | |
| 3 | APLD |
Applied Digital Corp.
|
19,565 | $729,774 | |
| 4 | INOD |
Innodata Inc
|
4,190 | $316,680 | |
| 5 | CDW |
CDW Corp
|
1,450 | $203,928 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
645 | $88,332 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
833 | $85,774 | |
| 8 | CACI |
Caci International Inc /De/
|
47 | $21,773 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,970,403 | 14,119 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,350,032 | 22,072 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,712,414 | 22,661 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,335,056 | 22,452 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,605,029 | 25,799 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $4,992,346 | 20,077 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,705,447 | 12,307 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,760,847 | 12,488 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,819,779 | 10,522 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,070,961 | 10,845 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,764,213 | 10,787 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,181,945 | 15,552 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,198,765 | 16,432 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,656,059 | 12,633 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,224,512 | 15,789 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,803,654 | 15,181 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,136,867 | 29,300 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,806,335 | 29,275 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,711,069 | 27,765 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,016,745 | 28,912 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,316,635 | 29,447 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $4,981,258 | 37,380 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $4,883,515 | 38,795 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $3,496,065 | 28,734 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $3,490,615 | 28,903 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $3,148,081 | 28,379 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||