Geneos Wealth Management Inc.

Position in IQV — Iqvia Holdings Inc.

CIK 1764754 ENGLEWOOD, CO

Position in IQV

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

Position Value

$1,378,045

+$111,445 QoQ

Shares Held

7,132

-4.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#462

of 1,077 holders

Holding Since

Mar 2020

26 quarters on record

Healthcare · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $13,131,734 across 15 Diagnostics & Research names. IQV ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHR	Danaher Corp /De/	24,504	$4,667,521
2	IDXX	Idexx Laboratories Inc /De	6,201	$3,264,454
3	TMO	Thermo Fisher Scientific Inc.	5,365	$2,689,796
4	IQV	Iqvia Holdings Inc. This page	7,132	$1,378,045
5	TWST	Twist Bioscience Corp	5,300	$545,264
6	CRL	Charles River Laboratories International, Inc.	699	$158,526
7	LH	Labcorp Holdings Inc.	549	$153,720
8	DGX	Quest Diagnostics Inc	637	$135,012

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,378,045	7,132	-4.0%	Shares	Sole	2026-08-06
2026-03-31	$1,266,600	7,427	-5.4%	Shares	Sole	2026-05-05
2025-12-31	$1,769,693	7,851	-13.7%	Shares	Sole	2026-01-28
2025-09-30	$1,728,643	9,101	-5.3%	Shares	Sole	2025-10-22
2025-06-30	$1,514,597	9,611	-3.1%	Shares	Sole	2025-08-18
2025-03-31	$1,749,424	9,923	+20.7%	Shares	Sole	2025-05-08
2024-12-31	$1,616,098	8,224	+0.2%	Shares	Sole	2025-01-21
2024-09-30	$1,945,760	8,211	-32.6%	Shares	Sole	2024-11-14
2024-06-30	$2,574,916	12,178	+0.3%	Shares	Sole	2024-07-23
2024-03-31	$3,069,578	12,138	+5.6%	Shares	Sole	2024-05-03
2023-12-31	$2,658,324	11,489	+1.4%	Shares	Sole	2024-01-26
2023-09-30	$2,229,571	11,332	+16.6%	Shares	Sole	2023-10-11
2023-06-30	$2,183,865	9,716	+89.5%	Shares	Sole	2023-08-08
2023-03-31	$1,019,510	5,126	-15.7%	Shares	Sole	2023-04-25
2022-12-31	$1,246,140	6,082	-11.8%	Shares	Sole	2023-01-31
2022-09-30	$1,248,779	6,894	-12.4%	Shares	Sole	2022-11-14
2022-06-30	$1,707,277	7,868	-11.5%	Shares	Sole	2022-07-22
2022-03-31	$2,055,225	8,889	+2.9%	Shares	Sole	2022-05-16
2021-12-31	$2,436,561	8,636	+8.2%	Shares	Sole	2022-02-09
2021-09-30	$1,911,289	7,979	+3.6%	Shares	Sole	2021-11-09
2021-06-30	$1,866,833	7,704	-10.9%	Shares	Sole	2021-07-08
2021-03-31	$1,670,081	8,647	-9.1%	Shares	Sole	2021-06-17
2020-12-31	$1,704,085	9,511	+10.2%	Shares	Sole	2021-05-19
2020-09-30	$1,360,189	8,629	-2.9%	Shares	Sole	2021-09-07
2020-06-30	$1,261,171	8,889	+15.3%	Shares	Sole	2021-09-07
2020-03-31	$831,277	7,707	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.