Position in URI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,518,434
+$4,663,101 QoQ
Shares Held
11,050
+2.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#322
of 1,581 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $12,524,500 across 2 Rental & Leasing Services names. URI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
11,050 | $12,518,434 | |
| 2 | R |
Ryder System Inc
|
23 | $6,066 |
All Filings in URI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,518,434 | 11,050 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,855,333 | 10,782 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,957,234 | 9,832 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,521,295 | 8,926 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,437,049 | 8,544 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $5,598,937 | 8,934 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,668,019 | 5,207 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,630,019 | 4,483 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,685,869 | 4,153 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,250,584 | 3,121 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,032,156 | 1,800 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $247,180 | 556 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $107,779 | 242 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $40,763 | 103 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $36,608 | 103 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $110,749 | 410 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $85,990 | 354 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $40,493 | 114 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $167,141 | 503 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $196,520 | 560 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $184,387 | 578 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $186,060 | 565 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $129,869 | 560 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $113,948 | 653 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $97,323 | 653 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $82,628 | 803 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||