Geneos Wealth Management Inc.

Position in PANW — Palo Alto Networks Inc

CIK 1764754 ENGLEWOOD, CO

Position in PANW

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

Position Value

$29,686,473

+$13,860,645 QoQ

Shares Held

87,052

-11.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#417

of 2,893 holders

Holding Since

Mar 2020

26 quarters on record

Technology · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $115,519,491 across 37 Software - Infrastructure names. PANW ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	99,678	$37,181,887
2	PANW	Palo Alto Networks Inc This page	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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,686,473	87,052	-11.8%	Shares	Sole	2026-08-06
2026-03-31	$15,825,828	98,714	+13.3%	Shares	Sole	2026-05-05
2025-12-31	$16,053,398	87,152	+6.9%	Shares	Sole	2026-01-28
2025-09-30	$16,603,378	81,541	+10.7%	Shares	Sole	2025-10-22
2025-06-30	$15,075,624	73,669	-4.7%	Shares	Sole	2025-08-18
2025-03-31	$13,191,666	77,307	+40.8%	Shares	Sole	2025-05-08
2024-12-31	$9,987,602	54,889	+120.9%	Shares	Sole	2025-01-21
2024-09-30	$8,494,413	24,852	-0.4%	Shares	Sole	2024-11-14
2024-06-30	$8,456,604	24,945	+11.9%	Shares	Sole	2024-07-23
2024-03-31	$6,333,825	22,292	+169.2%	Shares	Sole	2024-05-03
2023-12-31	$2,441,901	8,281	+19.7%	Shares	Sole	2024-01-26
2023-09-30	$1,621,855	6,918	+35.1%	Shares	Sole	2023-10-11
2023-06-30	$1,308,466	5,121	-2.0%	Shares	Sole	2023-08-08
2023-03-31	$1,044,040	5,227	-5.0%	Shares	Sole	2023-04-25
2022-12-31	$767,749	5,502	-14.4%	Shares	Sole	2023-01-31
2022-09-30	$1,053,169	6,430	+182.5%	Shares	Sole	2022-11-14
2022-06-30	$1,124,206	2,276	-23.1%	Shares	Sole	2022-07-22
2022-03-31	$1,843,252	2,961	+0.8%	Shares	Sole	2022-05-16
2021-12-31	$1,635,760	2,938	+15.2%	Shares	Sole	2022-02-09
2021-09-30	$1,221,928	2,551	+81.3%	Shares	Sole	2021-11-09
2021-06-30	$522,067	1,407	-40.0%	Shares	Sole	2021-07-08
2021-03-31	$755,553	2,346	+1.3%	Shares	Sole	2021-06-17
2020-12-31	$823,439	2,317	+123.9%	Shares	Sole	2021-05-19
2020-09-30	$253,316	1,035	-23.0%	Shares	Sole	2021-09-07
2020-06-30	$308,676	1,344	-3.4%	Shares	Sole	2021-09-07
2020-03-31	$228,232	1,392	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.