Geneos Wealth Management Inc.
Position in STRA — Strategic Education, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in STRA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,436
-$532 QoQ
Shares Held
84
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 292 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in STRA Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Geneos Wealth Management Inc. holds $356,982 across 3 Education & Training Services names. STRA ranks #2 (1.8% of the industry book) .
All Filings in STRA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,436 | 84 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,968 | 84 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,736 | 84 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,224 | 84 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||