Geneos Wealth Management Inc.

Position in MC — Moelis & Co

CIK 1764754 ENGLEWOOD, CO

Position in MC

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

Position Value

$517,472

-$118,648 QoQ

Shares Held

7,910

-29.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#218

of 391 holders

Holding Since

Jun 2020

15 quarters on record

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $16,939,393 across 14 Capital Markets names. MC ranks #6 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	7,910	$517,472
7	MARA	MARA Holdings, Inc.	6,138	$85,256
8	JEF	Jefferies Financial Group Inc.	1,633	$81,617

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$517,472	7,910	-29.1%	Shares	Sole	2026-08-06
2026-03-31	$636,120	11,160	0.0%	Shares	Sole	2026-05-05
2025-12-31	$767,138	11,160	0.0%	Shares	Sole	2026-01-28
2025-09-30	$795,931	11,160	-1.3%	Shares	Sole	2025-10-22
2025-06-30	$704,340	11,302	+6791.5%	Shares	Sole	2025-08-18
2025-03-31	$9,571	164	+110.3%	Shares	Sole	2025-05-08
2024-12-31	$5,762	78	+95.0%	Shares	Sole	2025-01-21
2024-09-30	$2,740	40	-99.2%	Shares	Sole	2024-11-14
2021-12-31	$315,675	5,050	0.0%	Shares	Sole	2022-02-09
2021-09-30	$312,443	5,050	-14.4%	Shares	Sole	2021-11-09
2021-06-30	$335,651	5,900	0.0%	Shares	Sole	2021-07-08
2021-03-31	$323,792	5,900	+9.3%	Shares	Sole	2021-06-17
2020-12-31	$252,504	5,400	+22.7%	Shares	Sole	2021-05-19
2020-09-30	$154,616	4,400	+10.0%	Shares	Sole	2021-09-07
2020-06-30	$124,640	4,000	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.