Position in PSQH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,088
-$343 QoQ
Shares Held
180
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 61 holders
Holding Since
Dec 2024
4 quarters on record
Common Shares in PSQH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $25,911,144 across 43 Software - Application names. PSQH ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
98,540 | $7,110,646 | |
| 2 | ADP |
Automatic Data Processing Inc
|
16,549 | $3,706,148 | |
| 3 | CRM |
Salesforce, Inc.
|
23,606 | $3,698,115 | |
| 4 | ADBE |
Adobe Inc.
|
16,922 | $3,469,348 | |
| 5 | DDOG |
Datadog, Inc.
|
10,042 | $2,614,535 | |
| 6 | DT |
Dynatrace, Inc.
|
35,338 | $1,551,691 | |
| 7 | MSTR |
Strategy Inc
|
10,278 | $893,466 | |
| 8 | INTU |
Intuit Inc.
|
2,467 | $643,887 |
All Filings in PSQH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088 | 2,701 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,431 | 2,700 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,781 | 2,700 | Shares | Sole | 2026-01-28 | |
| 2024-12-31 | $908 | 200 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||