Position in LB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$288,433
+$48,139 QoQ
Shares Held
3,640
+4.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#140
of 191 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in LB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Geneos Wealth Management Inc. holds $13,369,506 across 6 Oil & Gas Equipment & Services names. LB ranks #3 (2.2% of the industry book) .
All Filings in LB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,433 | 3,640 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $240,294 | 3,480 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $166,321 | 3,395 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $206,998 | 3,880 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $239,571 | 3,545 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $255,027 | 3,545 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||