Position in UBER
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,110,646
+$302,832 QoQ
Shares Held
98,540
+4.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#636
of 2,389 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $25,911,144 across 43 Software - Application names. UBER ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
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 |
All Filings in UBER
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,110,646 | 98,540 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,807,814 | 94,645 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,857,070 | 96,158 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,449,794 | 96,456 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,210,762 | 98,722 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $8,009,718 | 109,933 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $684,270 | 11,344 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $878,470 | 11,688 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $860,240 | 11,836 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $843,656 | 10,958 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $821,343 | 13,340 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $709,211 | 15,421 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $657,090 | 15,221 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $449,252 | 14,172 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,122,643 | 45,396 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,136,929 | 42,903 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $891,073 | 43,552 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,097,017 | 30,746 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,293,372 | 30,846 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $643,238 | 14,358 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $689,751 | 13,762 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,884,955 | 34,580 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,867,518 | 36,618 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $844,220 | 23,142 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $560,185 | 18,024 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $391,829 | 14,034 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||