Geneos Wealth Management Inc.

Position in MDT — Medtronic plc

CIK 1764754 ENGLEWOOD, CO

Position in MDT

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

Position Value

$5,966,915

-$132,031 QoQ

Shares Held

76,274

+8.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#513

of 2,103 holders

Holding Since

Mar 2020

25 quarters on record

Healthcare · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $23,034,625 across 22 Medical Devices names. MDT ranks #3 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	22,996	$7,240,060
2	ABT	Abbott Laboratories	70,606	$6,406,788
3	MDT	Medtronic plc This page	76,274	$5,966,915
4	DXCM	Dexcom Inc	17,140	$1,154,379
5	EW	Edwards Lifesciences Corp	8,712	$788,087
6	BSX	Boston Scientific Corp	11,730	$500,636
7	BFLY	Butterfly Network, Inc.	53,415	$449,754
8	BIO	Bio-Rad Laboratories, Inc.	447	$131,243

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,966,915	76,274	+8.4%	Shares	Sole	2026-08-06
2026-03-31	$6,098,946	70,386	+5.2%	Shares	Sole	2026-05-05
2025-12-31	$6,428,911	66,926	-0.9%	Shares	Sole	2026-01-28
2025-09-30	$6,433,462	67,550	-0.4%	Shares	Sole	2025-10-22
2025-06-30	$5,910,910	67,809	+4.3%	Shares	Sole	2025-08-18
2025-03-31	$5,841,079	65,002	+4.4%	Shares	Sole	2025-05-08
2024-12-31	$4,973,169	62,258	+7.3%	Shares	Sole	2025-01-21
2024-09-30	$5,224,801	58,034	+24.9%	Shares	Sole	2024-11-14
2024-06-30	$3,657,181	46,464	-20.7%	Shares	Sole	2024-07-23
2024-03-31	$5,103,504	58,560	-1.6%	Shares	Sole	2024-05-03
2023-12-31	$4,904,410	59,534	-22.3%	Shares	Sole	2024-01-26
2023-09-30	$6,007,469	76,665	+3.1%	Shares	Sole	2023-10-11
2023-06-30	$6,548,384	74,329	+22.1%	Shares	Sole	2023-08-08
2023-03-31	$4,909,274	60,894	+812.5%	Shares	Sole	2023-04-25
2022-12-31	$518,625	6,673	+11.1%	Shares	Sole	2023-01-31
2022-09-30	$484,984	6,006	-33.7%	Shares	Sole	2022-11-14
2022-06-30	$813,224	9,061	+1.7%	Shares	Sole	2022-07-22
2022-03-31	$988,231	8,907	-24.2%	Shares	Sole	2022-05-16
2021-09-30	$1,473,614	11,756	+1.7%	Shares	Sole	2021-11-09
2021-06-30	$1,435,563	11,565	-57.6%	Shares	Sole	2021-07-08
2021-03-31	$3,221,286	27,269	-0.0%	Shares	Sole	2021-06-17
2020-12-31	$3,194,993	27,275	+72.3%	Shares	Sole	2021-05-19
2020-09-30	$1,645,261	15,832	+7.7%	Shares	Sole	2021-09-07
2020-06-30	$1,347,898	14,699	+17.5%	Shares	Sole	2021-09-07
2020-03-31	$1,128,332	12,512	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.