Position in META
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,743,955
+$5,302,583 QoQ
Shares Held
27,950
+53.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,161
of 5,000 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $66,752,132 across 16 Internet Content & Information names. META ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
138,876 | $49,344,713 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
27,950 | $15,743,955 | |
| 3 | NBIS |
Nebius Group N.V.
|
2,282 | $630,219 | |
| 4 | SPOT |
Spotify Technology S.A.
|
1,200 | $550,956 | |
| 5 | BIDU |
Baidu, Inc.
|
1,822 | $208,236 | |
| 6 | PPLI |
People Inc
|
3,000 | $138,480 | |
| 7 | ZG |
Zillow Group, Inc.
|
1,955 | $61,621 | |
| 8 | NXDR |
Nextdoor Holdings, Inc.
|
12,400 | $28,148 |
All Filings in META
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,743,955 | 27,950 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,441,372 | 18,250 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,750,958 | 19,317 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,050,666 | 17,771 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $17,165,021 | 23,256 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $14,821,673 | 25,716 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,940,203 | 16,977 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $9,496,779 | 16,590 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,705,490 | 15,282 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,692,263 | 13,782 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,050,655 | 14,269 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,064,242 | 16,869 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,443,024 | 15,482 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,659,635 | 12,549 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,742,162 | 14,477 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,919,795 | 28,890 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,709,540 | 35,408 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $8,726,962 | 39,247 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,393,394 | 45,766 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $17,757,224 | 52,321 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $17,794,754 | 51,177 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $17,462,094 | 59,288 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $16,235,264 | 59,435 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $12,485,558 | 47,673 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $10,509,253 | 46,282 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $7,199,755 | 43,164 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||