Position in OKTA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,995,990
+$844,935 QoQ
Shares Held
14,628
+0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#327
of 816 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in OKTA 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. OKTA ranks #7 (1.7% 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.
This page
|
14,628 | $1,995,990 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
16,856 | $1,966,589 |
All Filings in OKTA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,995,990 | 14,628 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,151,055 | 14,624 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,423,469 | 16,462 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,707,729 | 18,623 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,501,749 | 15,022 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,451,615 | 13,796 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $824,720 | 10,466 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $312,079 | 4,198 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $911,574 | 9,738 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $957,168 | 9,149 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $247,780 | 2,737 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $559,892 | 6,869 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $505,422 | 7,288 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $595,918 | 6,910 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $492,317 | 7,205 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $331,438 | 5,828 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $461,672 | 5,107 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $760,385 | 5,037 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,712,658 | 7,640 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,577,598 | 6,647 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,010,773 | 4,131 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $905,085 | 4,106 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $704,300 | 2,770 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $633,423 | 2,962 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $595,083 | 2,972 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $411,893 | 3,369 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||