Geneos Wealth Management Inc.

Position in TTD — Trade Desk, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in TTD

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

Position Value

$73,097

-$13,578 QoQ

Shares Held

4,043

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#448

of 677 holders

Holding Since

Mar 2020

26 quarters on record

Communication Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $7,676,089 across 4 Advertising Agencies names. TTD ranks #3 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APP	AppLovin Corp	14,060	$7,244,133
2	OMC	Omnicom Group Inc.	4,901	$356,939
3	TTD	Trade Desk, Inc. This page	4,043	$73,097
4	WPP	WPP plc	124	$1,920

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,097	4,043	+5.8%	Shares	Sole	2026-08-06
2026-03-31	$86,675	3,820	-16.2%	Shares	Sole	2026-05-05
2025-12-31	$173,021	4,558	-18.3%	Shares	Sole	2026-01-28
2025-09-30	$273,279	5,576	-91.0%	Shares	Sole	2025-10-22
2025-06-30	$4,436,887	61,632	-0.7%	Shares	Sole	2025-08-18
2025-03-31	$3,396,470	62,070	+76.3%	Shares	Sole	2025-05-08
2024-12-31	$4,138,701	35,214	+16.8%	Shares	Sole	2025-01-21
2024-09-30	$3,306,824	30,158	+10.4%	Shares	Sole	2024-11-14
2024-06-30	$2,668,539	27,322	+36.0%	Shares	Sole	2024-07-23
2024-03-31	$1,756,704	20,095	+43.4%	Shares	Sole	2024-05-03
2023-12-31	$1,008,087	14,009	+64.1%	Shares	Sole	2024-01-26
2023-09-30	$667,010	8,535	+68.6%	Shares	Sole	2023-10-11
2023-06-30	$390,887	5,062	+40.1%	Shares	Sole	2023-08-08
2023-03-31	$220,006	3,612	-18.8%	Shares	Sole	2023-04-25
2022-12-31	$199,314	4,446	-19.8%	Shares	Sole	2023-01-31
2022-09-30	$331,373	5,546	-44.4%	Shares	Sole	2022-11-14
2022-06-30	$418,104	9,981	-6.6%	Shares	Sole	2022-07-22
2022-03-31	$739,659	10,681	+3.9%	Shares	Sole	2022-05-16
2021-12-31	$942,059	10,280	+1.0%	Shares	Sole	2022-02-09
2021-09-30	$715,654	10,180	-1.5%	Shares	Sole	2021-11-09
2021-06-30	$799,902	10,340	+1019.0%	Shares	Sole	2021-07-08
2021-03-31	$602,133	924	+3.4%	Shares	Sole	2021-06-17
2020-12-31	$716,094	894	-6.9%	Shares	Sole	2021-05-19
2020-09-30	$498,028	960	-7.2%	Shares	Sole	2021-09-07
2020-06-30	$420,727	1,035	-7.2%	Shares	Sole	2021-09-07
2020-03-31	$215,195	1,115	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.