Position in TM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$88,252
+$16,327 QoQ
Shares Held
524
+50.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#444
of 639 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Geneos Wealth Management Inc. holds $11,117,447 across 8 Auto Manufacturers names. TM ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
23,109 | $9,719,645 | |
| 2 | F |
Ford Motor Co
|
66,657 | $926,532 | |
| 3 | GM |
General Motors Co
|
3,552 | $273,788 | |
| 4 | TM |
Toyota Motor Corp/
This page
|
524 | $88,252 | |
| 5 | RIVN |
Rivian Automotive, Inc. / DE
|
3,363 | $58,348 | |
| 6 | RACE |
Ferrari N.V.
|
74 | $27,549 | |
| 7 | STLA |
Stellantis N.V.
|
3,605 | $20,692 | |
| 8 | NIO |
NIO Inc.
|
522 | $2,641 |
All Filings in TM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,252 | 524 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $71,925 | 349 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $79,844 | 373 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $67,454 | 353 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $178,805 | 1,038 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $248,730 | 1,409 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $139,146 | 715 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $118,570 | 664 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $126,466 | 617 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $156,796 | 623 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $91,690 | 500 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $111,085 | 618 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $57,548 | 358 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $53,558 | 378 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $62,553 | 458 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $59,672 | 458 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $142,298 | 923 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $166,370 | 923 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $138,419 | 747 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $132,779 | 747 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $120,115 | 687 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $134,523 | 862 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $133,239 | 862 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $90,986 | 687 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $86,307 | 687 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $82,405 | 687 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||