Position in PPLI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$138,480
+$18,390 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#227
of 337 holders
Holding Since
Mar 2022
17 quarters on record
Common Shares in PPLI 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. PPLI ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
138,876 | $49,344,713 | |
| 2 | META |
Meta Platforms, Inc.
|
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
This page
|
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 PPLI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,480 | 3,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $120,090 | 3,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $117,300 | 3,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $102,210 | 3,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $114,260 | 3,060 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $210,864 | 4,590 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $66,004 | 1,530 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $82,344 | 1,530 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $70,274 | 1,500 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $80,010 | 1,500 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $1,007 | 20 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,255 | 20 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,032 | 20 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $888 | 20 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,107 | 20 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,519 | 20 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,211 | 42 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||