Position in MCO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$78,808
+$2,901 QoQ
Shares Held
174
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,200
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $8,962,199 across 9 Financial Data & Stock Exchanges names. MCO ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
49,026 | $6,035,590 | |
| 2 | SPGI |
S&P Global Inc.
|
2,601 | $1,002,266 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
11,014 | $868,123 | |
| 4 | CME |
Cme Group Inc.
|
3,804 | $840,037 | |
| 5 | COIN |
Coinbase Global, Inc.
|
834 | $121,922 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
174 | $78,808 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
42 | $10,192 | |
| 8 | FDS |
Factset Research Systems Inc
|
18 | $4,141 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,808 | 174 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $75,907 | 174 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $114,941 | 225 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $82,907 | 174 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $329,043 | 656 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $373,949 | 803 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $133,016 | 281 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $128,613 | 271 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,406 | 115 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $40,875 | 104 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $40,618 | 104 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $38,888 | 123 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $34,772 | 100 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $30,602 | 100 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $55,724 | 200 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $72,933 | 300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $81,591 | 300 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $101,223 | 300 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $117,174 | 300 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $106,533 | 300 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $108,711 | 300 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $92,867 | 311 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $89,393 | 308 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $86,955 | 300 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $82,419 | 300 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $22,419 | 106 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||