Position in MKSI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$191,264
+$92,446 QoQ
Shares Held
430
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#626
of 773 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in MKSI Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $2,396,810 across 9 Scientific & Technical Instruments names. MKSI ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
4,773 | $1,882,805 | |
| 2 | MKSI |
Mks Inc
This page
|
430 | $191,264 | |
| 3 | GRMN |
Garmin Ltd
|
688 | $163,427 | |
| 4 | MLAB |
Mesa Laboratories Inc /Co/
|
728 | $72,472 | |
| 5 | KEYS |
Keysight Technologies, Inc.
|
146 | $51,110 | |
| 6 | TRMB |
Trimble Inc.
|
533 | $27,278 | |
| 7 | TDY |
Teledyne Technologies Inc
|
10 | $6,669 | |
| 8 | FTV |
Fortive Corp
|
16 | $977 |
All Filings in MKSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,264 | 430 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $98,818 | 430 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $68,714 | 430 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $53,221 | 430 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $64,782 | 652 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $57,307 | 715 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $45,409 | 435 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $47,397 | 436 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $44,658 | 342 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $51,205 | 385 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $39,502 | 384 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $33,231 | 384 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $30,700 | 284 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $25,168 | 284 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $24,063 | 284 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $23,469 | 284 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,146 | 284 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $36,600 | 244 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $37,425 | 248 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $44,131 | 248 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $45,984 | 248 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $37,311 | 248 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $27,089 | 248 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $28,083 | 248 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $20,199 | 248 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||