Position in SDGR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,072
+$323 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#206
of 228 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in SDGR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $921,417 across 6 Health Information Services names. SDGR ranks #6 (0.1% of the industry book) .
All Filings in SDGR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072 | 66 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $749 | 66 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,180 | 66 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,323 | 66 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,018,619 | 100,329 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,875,280 | 94,999 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,157,322 | 59,996 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $964,136 | 51,975 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $950,638 | 49,154 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,002,402 | 37,126 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $781,012 | 21,816 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $252,055 | 8,916 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,895 | 58 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,316 | 50 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,084 | 58 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,448 | 58 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,531 | 58 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,978 | 58 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,020 | 58 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,171 | 58 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,780 | 50 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $6,942 | 91 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $11,164 | 141 | Shares | Sole | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||