Position in SE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,149
+$239 QoQ
Shares Held
12
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#734
of 770 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Geneos Wealth Management Inc. holds $31,044,425 across 10 Internet Retail names. SE ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
123,159 | $29,353,716 | |
| 2 | DASH |
DoorDash, Inc.
|
3,882 | $716,345 | |
| 3 | BABA |
Alibaba Group Holding Ltd
|
5,871 | $563,498 | |
| 4 | CHWY |
Chewy, Inc.
|
11,670 | $229,315 | |
| 5 | CPNG |
Coupang, Inc.
|
5,100 | $88,587 | |
| 6 | EBAY |
Ebay Inc
|
383 | $42,800 | |
| 7 | MELI |
Mercadolibre Inc
|
20 | $33,947 | |
| 8 | ETSY |
Etsy Inc
|
150 | $11,299 |
All Filings in SE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149 | 12 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $910 | 11 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,403 | 11 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $24,128 | 135 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $341,152 | 2,133 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,740 | 21 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $55,596 | 524 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,037 | 11 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $785 | 11 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $590 | 11 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,065 | 51 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $15,690 | 357 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $29,368 | 506 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $14,367 | 166 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $26,327 | 506 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $33,966 | 606 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $53,822 | 805 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $114,399 | 955 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $80,535 | 360 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $211,955 | 665 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $179,863 | 655 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $217,202 | 973 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $170,187 | 855 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $124,002 | 805 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $95,979 | 895 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $14,400 | 325 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||