Position in KLAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,122,361
+$576,097 QoQ
Shares Held
3,720
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,384
of 2,471 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $22,264,756 across 7 Semiconductor Equipment & Materials names. KLAC ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
6,412 | $12,756,288 | |
| 2 | AMAT |
Applied Materials Inc /De
|
10,543 | $7,622,589 | |
| 3 | KLAC |
Kla Corp
This page
|
3,720 | $1,122,361 | |
| 4 | LRCX |
Lam Research Corp
|
1,507 | $653,028 | |
| 5 | ICHR |
Ichor Holdings, Ltd.
|
800 | $89,824 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
206 | $17,763 | |
| 7 | TER |
Teradyne, Inc
|
6 | $2,903 |
All Filings in KLAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,361 | 3,720 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $546,264 | 371 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $500,612 | 412 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $442,226 | 410 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $857,223 | 957 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $858,587 | 1,263 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,413,991 | 8,592 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,618,882 | 8,547 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,002,563 | 8,493 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,219,368 | 8,903 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,810,674 | 9,996 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,345,223 | 11,654 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,503,521 | 11,347 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,596,920 | 9,011 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,365,253 | 11,578 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,588,476 | 15,162 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,825,446 | 15,123 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,327,637 | 14,554 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,019,395 | 16,320 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,437,460 | 16,255 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,821,651 | 14,872 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $28,414 | 86 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $20,971 | 81 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $5,424 | 28 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $5,445 | 28 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $4,024 | 28 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||