Position in MDB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$78,600
+$21,324 QoQ
Shares Held
234
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#699
of 867 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $115,519,491 across 37 Software - Infrastructure names. MDB ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
99,678 | $37,181,887 | |
| 2 | PANW |
Palo Alto Networks Inc
|
87,052 | $29,686,473 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
110,580 | $21,097,005 | |
| 4 | FTNT |
Fortinet, Inc.
|
95,451 | $14,663,182 | |
| 5 | ORCL |
Oracle Corp
|
22,610 | $3,313,495 | |
| 6 | NET |
Cloudflare, Inc.
|
9,315 | $2,284,783 | |
| 7 | OKTA |
Okta, Inc.
|
14,628 | $1,995,990 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
16,856 | $1,966,589 |
All Filings in MDB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,600 | 234 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $57,276 | 234 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $98,207 | 234 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $72,628 | 234 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $46,407 | 221 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $4,209 | 24 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $18,624 | 80 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $22,439 | 83 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $69,238 | 277 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $101,495 | 283 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $113,251 | 277 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $96,149 | 278 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $119,598 | 291 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $44,525 | 191 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $36,021 | 183 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $39,314 | 198 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $148,953 | 574 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $254,620 | 574 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $237,678 | 449 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,107,576 | 2,349 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $912,476 | 2,524 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $794,267 | 2,970 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,066,348 | 2,970 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $692,446 | 2,991 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $656,386 | 2,900 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $391,733 | 2,869 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||