Geneos Wealth Management Inc.

Position in SBUX — Starbucks Corp

CIK 1764754 ENGLEWOOD, CO

Position in SBUX

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

Position Value

$408,964

-$689,678 QoQ

Shares Held

4,002

-67.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,516

of 2,381 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $13,710,584 across 14 Restaurants names. SBUX ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc	37,736	$7,773,993
2	MCD	Mcdonalds Corp	15,027	$4,061,948
3	SBUX	Starbucks Corp This page	4,002	$408,964
4	YUM	Yum Brands Inc	2,013	$321,798
5	CAVA	Cava Group, Inc.	3,340	$262,123
6	YUMC	Yum China Holdings, Inc.	6,262	$255,927
7	CMG	Chipotle Mexican Grill Inc	6,435	$218,790
8	QSR	Restaurant Brands International Inc.	2,500	$181,275

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$408,964	4,002	-67.4%	Shares	Sole	2026-08-06
2026-03-31	$1,098,642	12,263	-7.5%	Shares	Sole	2026-05-05
2025-12-31	$1,116,793	13,262	-19.7%	Shares	Sole	2026-01-28
2025-09-30	$1,397,676	16,521	-0.7%	Shares	Sole	2025-10-22
2025-06-30	$1,523,806	16,630	-23.6%	Shares	Sole	2025-08-18
2025-03-31	$2,136,204	21,778	+3.0%	Shares	Sole	2025-05-08
2024-12-31	$1,928,568	21,135	-1.0%	Shares	Sole	2025-01-21
2024-09-30	$2,080,436	21,340	-16.6%	Shares	Sole	2024-11-14
2024-06-30	$1,993,037	25,601	+23.3%	Shares	Sole	2024-07-23
2024-03-31	$1,896,982	20,757	+3.6%	Shares	Sole	2024-05-03
2023-12-31	$1,922,888	20,028	+89.1%	Shares	Sole	2024-01-26
2023-09-30	$966,731	10,592	+3.5%	Shares	Sole	2023-10-11
2023-06-30	$1,013,383	10,230	+2.3%	Shares	Sole	2023-08-08
2023-03-31	$1,041,612	10,003	-0.3%	Shares	Sole	2023-04-25
2022-12-31	$995,372	10,034	+3.2%	Shares	Sole	2023-01-31
2022-09-30	$819,512	9,726	-49.1%	Shares	Sole	2022-11-14
2022-06-30	$1,459,354	19,104	-13.0%	Shares	Sole	2022-07-22
2022-03-31	$1,996,973	21,952	-54.1%	Shares	Sole	2022-05-16
2021-12-31	$5,589,762	47,788	-51.3%	Shares	Sole	2022-02-09
2021-09-30	$10,825,382	98,136	+6.8%	Shares	Sole	2021-11-09
2021-06-30	$10,270,419	91,856	-7.1%	Shares	Sole	2021-07-08
2021-03-31	$10,806,365	98,896	-0.6%	Shares	Sole	2021-06-17
2020-12-31	$10,648,040	99,533	+36.3%	Shares	Sole	2021-05-19
2020-09-30	$6,273,105	73,011	+9.5%	Shares	Sole	2021-09-07
2020-06-30	$4,904,699	66,649	+19.1%	Shares	Sole	2021-09-07
2020-03-31	$3,679,665	55,973	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.