Position in ISRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,910,852
-$245,659 QoQ
Shares Held
4,805
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#925
of 2,223 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in ISRG Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $3,802,926 across 12 Medical Instruments & Supplies names. ISRG ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
This page
|
4,805 | $1,910,852 | |
| 2 | WRBY |
Warby Parker Inc.
|
27,089 | $821,880 | |
| 3 | BDX |
Becton Dickinson & Co
|
4,513 | $682,952 | |
| 4 | COO |
Cooper Companies, Inc.
|
3,052 | $218,858 | |
| 5 | SOLV |
Solventum Corp
|
1,186 | $91,499 | |
| 6 | ATR |
Aptargroup, Inc.
|
233 | $29,171 | |
| 7 | BAX |
Baxter International Inc
|
684 | $14,582 | |
| 8 | ALGN |
Align Technology Inc
|
71 | $11,974 |
All Filings in ISRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,910,852 | 4,805 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,156,511 | 4,678 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,609,786 | 4,608 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,060,835 | 4,608 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,659,322 | 6,734 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $494,774 | 999 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $828,872 | 1,588 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $890,672 | 1,813 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $506,239 | 1,138 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $305,702 | 766 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $331,624 | 983 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $291,413 | 997 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $356,985 | 1,044 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $289,447 | 1,133 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $813,563 | 3,066 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $574,691 | 3,066 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $589,284 | 2,936 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $894,782 | 2,966 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,443,599 | 6,801 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,243,796 | 2,257 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,017,690 | 2,194 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $2,522,001 | 3,413 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $2,627,737 | 3,212 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $17,028 | 24 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $775,538 | 1,361 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $693,789 | 1,401 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||