Geneos Wealth Management Inc.

Position in LULU — lululemon athletica inc.

CIK 1764754 ENGLEWOOD, CO

Position in LULU

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

Position Value

$19,753

-$373,714 QoQ

Shares Held

173

-93.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#654

of 847 holders

Holding Since

Mar 2020

23 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $262,626 across 6 Apparel Retail names. LULU ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	1,268	$192,102
2	ROST	Ross Stores, Inc.	219	$46,614
3	LULU	lululemon athletica inc. This page	173	$19,753
4	AEO	American Eagle Outfitters Inc	168	$2,889
5	SFIX	Stitch Fix, Inc.	187	$768
6	VSXY	Victoria's Secret & Co.	6	$500

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,753	173	-93.3%	Shares	Sole	2026-08-06
2026-03-31	$393,467	2,570	+64.8%	Shares	Sole	2026-05-05
2025-12-31	$323,975	1,559	-9.9%	Shares	Sole	2026-01-28
2025-09-30	$307,818	1,730	+17.1%	Shares	Sole	2025-10-22
2025-06-30	$351,143	1,478	+15.1%	Shares	Sole	2025-08-18
2025-03-31	$363,449	1,284	+9.1%	Shares	Sole	2025-05-08
2024-12-31	$450,096	1,177	-14.3%	Shares	Sole	2025-01-21
2024-09-30	$372,834	1,374	+35.1%	Shares	Sole	2024-11-14
2024-06-30	$303,777	1,017	+7.4%	Shares	Sole	2024-07-23
2024-03-31	$369,945	947	-0.4%	Shares	Sole	2024-05-03
2023-12-31	$486,236	951	+1.9%	Shares	Sole	2024-01-26
2023-09-30	$359,774	933	+3.2%	Shares	Sole	2023-10-11
2023-06-30	$342,164	904	+1672.5%	Shares	Sole	2023-08-08
2022-06-30	$13,903	51	+142.9%	Shares	Sole	2022-07-22
2022-03-31	$7,669	21	-90.0%	Shares	Sole	2022-05-16
2021-12-31	$82,204	210	+40.9%	Shares	Sole	2022-02-09
2021-09-30	$60,300	149	+0.7%	Shares	Sole	2021-11-09
2021-06-30	$54,015	148	-46.2%	Shares	Sole	2021-07-08
2021-03-31	$84,345	275	0.0%	Shares	Sole	2021-06-17
2020-12-31	$95,708	275	+85.8%	Shares	Sole	2021-05-19
2020-09-30	$48,746	148	-15.9%	Shares	Sole	2021-09-07
2020-06-30	$54,913	176	-80.7%	Shares	Sole	2021-09-07
2020-03-31	$173,248	914	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.