Geneos Wealth Management Inc.

Position in SHOP — Shopify Inc.

CIK 1764754 ENGLEWOOD, CO

Position in SHOP

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

Position Value

$484,009

-$13,483 QoQ

Shares Held

4,239

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,016

of 1,697 holders

Holding Since

Mar 2020

26 quarters on record

Technology · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $25,911,144 across 43 Software - Application names. SHOP ranks #10 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$484,009	4,239	+1.1%	Shares	Sole	2026-08-06
2026-03-31	$497,492	4,194	-7.3%	Shares	Sole	2026-05-05
2025-12-31	$728,228	4,524	+4.4%	Shares	Sole	2026-01-28
2025-09-30	$644,075	4,334	-22.7%	Shares	Sole	2025-10-22
2025-06-30	$646,998	5,609	+3.0%	Shares	Sole	2025-08-18
2025-03-31	$519,793	5,444	+33.8%	Shares	Sole	2025-05-08
2024-12-31	$432,656	4,069	+8.5%	Shares	Sole	2025-01-21
2024-09-30	$300,605	3,751	-56.3%	Shares	Sole	2024-11-14
2024-06-30	$567,501	8,592	+80.0%	Shares	Sole	2024-07-23
2024-03-31	$368,332	4,773	-0.2%	Shares	Sole	2024-05-03
2023-12-31	$372,439	4,781	-7.2%	Shares	Sole	2024-01-26
2023-09-30	$281,090	5,151	+22.3%	Shares	Sole	2023-10-11
2023-06-30	$272,030	4,211	+20.0%	Shares	Sole	2023-08-08
2023-03-31	$168,269	3,510	-13.3%	Shares	Sole	2023-04-25
2022-12-31	$140,575	4,050	+107.7%	Shares	Sole	2023-01-31
2022-09-30	$52,533	1,950	-51.0%	Shares	Sole	2022-11-14
2022-06-30	$124,335	3,980	+1063.7%	Shares	Sole	2022-07-22
2022-03-31	$231,178	342	-14.7%	Shares	Sole	2022-05-16
2021-12-31	$552,333	401	-28.8%	Shares	Sole	2022-02-09
2021-09-30	$763,304	563	+0.7%	Shares	Sole	2021-11-09
2021-06-30	$816,687	559	-57.0%	Shares	Sole	2021-07-08
2021-03-31	$1,437,343	1,299	+4.4%	Shares	Sole	2021-06-17
2020-12-31	$1,408,145	1,244	+127.4%	Shares	Sole	2021-05-19
2020-09-30	$559,564	547	-3.2%	Shares	Sole	2021-09-07
2020-06-30	$536,298	565	-10.6%	Shares	Sole	2021-09-07
2020-03-31	$263,499	632	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.