Geneos Wealth Management Inc.
Position in PLTR — Palantir Technologies Inc.
CIK 1764754
ENGLEWOOD, CO
Position in PLTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,966,589
+$250,579 QoQ
Shares Held
16,856
+43.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,026
of 2,816 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in PLTR 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. PLTR ranks #8 (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.
|
14,628 | $1,995,990 | |
| 8 | PLTR |
Palantir Technologies Inc.
This page
|
16,856 | $1,966,589 |
All Filings in PLTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,966,589 | 16,856 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,716,010 | 11,731 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,762,768 | 15,543 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,311,808 | 12,673 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,746,259 | 12,810 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,474,721 | 17,473 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,089,525 | 14,406 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $528,612 | 14,210 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $349,351 | 13,792 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $278,835 | 12,118 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $193,608 | 11,276 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $940,128 | 58,758 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,319,913 | 86,100 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $882,281 | 104,412 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $699,080 | 108,891 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $867,397 | 106,691 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,116,099 | 123,054 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $830,816 | 60,511 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $477,575 | 26,226 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $364,326 | 15,155 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $309,281 | 11,733 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $395,184 | 16,968 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $372,984 | 15,838 | Shares | Sole | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||