Position in SERA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$19,656
-$2,268 QoQ
Shares Held
10,800
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 46 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in SERA Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $23,283,835 across 23 Medical Devices names. SERA ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
22,996 | $7,240,060 | |
| 2 | ABT |
Abbott Laboratories
|
70,606 | $6,406,788 | |
| 3 | MDT |
Medtronic plc
|
76,274 | $5,966,915 | |
| 4 | DXCM |
Dexcom Inc
|
17,140 | $1,154,379 | |
| 5 | EW |
Edwards Lifesciences Corp
|
8,712 | $788,087 | |
| 6 | BSX |
Boston Scientific Corp
|
11,730 | $500,636 | |
| 7 | BFLY |
Butterfly Network, Inc.
|
53,415 | $449,754 | |
| 8 | TXG |
10x Genomics, Inc.
|
6,500 | $249,210 |
All Filings in SERA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,656 | 10,800 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $21,924 | 10,800 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $23,010 | 7,800 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,770 | 4,500 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||