Geneos Wealth Management Inc.

Position in INTU — Intuit Inc.

CIK 1764754 ENGLEWOOD, CO

Position in INTU

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

Position Value

$643,887

+$396,566 QoQ

Shares Held

2,467

+331.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#959

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Technology · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $25,911,144 across 43 Software - Application names. INTU ranks #8 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	98,540	$7,110,646
2	ADP	Automatic Data Processing Inc	16,549	$3,706,148
3	CRM	Salesforce, Inc.	23,606	$3,698,115
4	ADBE	Adobe Inc.	16,922	$3,469,348
5	DDOG	Datadog, Inc.	10,042	$2,614,535
6	DT	Dynatrace, Inc.	35,338	$1,551,691
7	MSTR	Strategy Inc	10,278	$893,466
8	INTU	Intuit Inc. This page	2,467	$643,887

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$643,887	2,467	+331.3%	Shares	Sole	2026-08-06
2026-03-31	$247,321	572	+16.3%	Shares	Sole	2026-05-05
2025-12-31	$325,910	492	+3.6%	Shares	Sole	2026-01-28
2025-09-30	$324,382	475	-69.4%	Shares	Sole	2025-10-22
2025-06-30	$1,222,401	1,552	+186.3%	Shares	Sole	2025-08-18
2025-03-31	$332,782	542	-46.5%	Shares	Sole	2025-05-08
2024-12-31	$637,299	1,014	+0.8%	Shares	Sole	2025-01-21
2024-09-30	$624,726	1,006	+120.1%	Shares	Sole	2024-11-14
2024-06-30	$300,344	457	-64.0%	Shares	Sole	2024-07-23
2024-03-31	$825,500	1,270	-3.7%	Shares	Sole	2024-05-03
2023-12-31	$824,414	1,319	-5.0%	Shares	Sole	2024-01-26
2023-09-30	$709,184	1,388	+2.5%	Shares	Sole	2023-10-11
2023-06-30	$620,389	1,354	+266.9%	Shares	Sole	2023-08-08
2023-03-31	$164,511	369	-36.4%	Shares	Sole	2023-04-25
2022-12-31	$225,747	580	0.0%	Shares	Sole	2023-01-31
2022-09-30	$224,645	580	-49.7%	Shares	Sole	2022-11-14
2022-06-30	$444,412	1,153	+10.7%	Shares	Sole	2022-07-22
2022-03-31	$501,035	1,042	-24.1%	Shares	Sole	2022-05-16
2021-12-31	$882,497	1,372	+0.2%	Shares	Sole	2022-02-09
2021-09-30	$738,589	1,369	+7.1%	Shares	Sole	2021-11-09
2021-06-30	$626,437	1,278	-8.3%	Shares	Sole	2021-07-08
2021-03-31	$533,602	1,393	+0.1%	Shares	Sole	2021-06-17
2020-12-31	$528,371	1,391	+7.2%	Shares	Sole	2021-05-19
2020-09-30	$423,094	1,297	+0.3%	Shares	Sole	2021-09-07
2020-06-30	$382,973	1,293	-32.8%	Shares	Sole	2021-09-07
2020-03-31	$442,290	1,923	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.