Geneos Wealth Management Inc.

Position in IT — Gartner Inc

CIK 1764754 ENGLEWOOD, CO

Position in IT

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

Position Value

$1,166

-$259 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#600

of 647 holders

Holding Since

Mar 2020

18 quarters on record

Technology · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $8,779,869 across 18 Information Technology Services names. IT ranks #18 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	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

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,166	9	0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,425	9	0.0%	Shares	Sole	2026-05-05
2025-12-31	$2,270	9	0.0%	Shares	Sole	2026-01-28
2025-09-30	$2,365	9	-66.7%	Shares	Sole	2025-10-22
2025-06-30	$10,913	27	-12.9%	Shares	Sole	2025-08-18
2025-03-31	$13,011	31	+244.4%	Shares	Sole	2025-05-08
2024-12-31	$4,360	9	-60.9%	Shares	Sole	2025-01-21
2024-09-30	$11,655	23	+187.5%	Shares	Sole	2024-11-14
2022-06-30	$1,934	8	0.0%	Shares	Sole	2022-07-22
2022-03-31	$2,379	8	0.0%	Shares	Sole	2022-05-16
2021-12-31	$2,674	8	-97.8%	Shares	Sole	2022-02-09
2021-09-30	$108,789	358	-49.4%	Shares	Sole	2021-11-09
2021-06-30	$171,477	708	-6.2%	Shares	Sole	2021-07-08
2021-03-31	$137,825	755	0.0%	Shares	Sole	2021-06-17
2020-12-31	$120,943	755	+6.6%	Shares	Sole	2021-05-19
2020-09-30	$88,464	708	0.0%	Shares	Sole	2021-09-07
2020-06-30	$85,901	708	0.0%	Shares	Sole	2021-09-07
2020-03-31	$70,495	708	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.