Position in SOFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$167,197
+$56,133 QoQ
Shares Held
9,325
+33.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#653
of 912 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $18,622,694 across 12 Credit Services names. SOFI ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
35,315 | $12,116,223 | |
| 2 | MA |
Mastercard Inc
|
6,258 | $3,214,108 | |
| 3 | AXP |
American Express Co
|
3,208 | $1,085,106 | |
| 4 | COF |
Capital One Financial Corp
|
4,595 | $921,848 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
9,372 | $764,286 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
9,325 | $167,197 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
3,175 | $137,096 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
1,842 | $65,262 |
All Filings in SOFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,197 | 9,325 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $111,064 | 6,994 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $139,408 | 5,325 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $140,686 | 5,325 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $166,366 | 9,136 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $143,653 | 12,352 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $177,947 | 11,555 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $138,375 | 17,605 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $66,265 | 10,025 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $78,416 | 10,742 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $100,743 | 10,125 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $57,727 | 7,225 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $32,734 | 3,925 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $16,085 | 2,650 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $12,216 | 2,650 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,932 | 2,650 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,630 | 3,725 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $21,357 | 2,260 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||