Position in MARA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$85,256
+$32,200 QoQ
Shares Held
6,138
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#284
of 411 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in MARA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $16,939,393 across 14 Capital Markets names. MARA ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
96,731 | $8,925,369 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
27,923 | $3,745,311 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,302 | $1,316,803 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
12,527 | $1,256,207 | |
| 5 | MS |
Morgan Stanley
|
4,458 | $931,900 | |
| 6 | MC |
Moelis & Co
|
7,910 | $517,472 | |
| 7 | MARA |
MARA Holdings, Inc.
This page
|
6,138 | $85,256 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
1,633 | $81,617 |
All Filings in MARA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,256 | 6,138 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $53,056 | 6,502 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $25,188 | 2,805 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $36,611 | 2,005 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $70,638 | 4,505 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $46,391 | 4,034 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $122,102 | 7,281 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $54,596 | 3,366 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,902 | 650 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $28,270 | 1,252 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $29,456 | 1,254 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $10,659 | 1,254 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,450 | 754 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,574 | 754 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,578 | 754 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,075 | 754 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,691 | 2,564 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $71,663 | 2,564 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $62,171 | 1,892 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,652 | 179 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $9,097 | 290 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $8,595 | 179 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,868 | 179 | Shares | Sole | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||