Geneos Wealth Management Inc.

Position in USFD — US Foods Holding Corp.

CIK 1764754 ENGLEWOOD, CO

Position in USFD

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

Position Value

$77,198

+$53,685 QoQ

Shares Held

755

+196.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#511

of 663 holders

Holding Since

Mar 2020

21 quarters on record

Consumer Defensive · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $1,469,891 across 2 Food Distribution names. USFD ranks #2 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SYY	Sysco Corp	16,663	$1,392,693
2	USFD	US Foods Holding Corp. This page	755	$77,198

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$77,198	755	+196.1%	Shares	Sole	2026-08-06
2026-03-31	$23,513	255	0.0%	Shares	Sole	2026-05-05
2025-12-31	$19,206	255	0.0%	Shares	Sole	2026-01-28
2025-09-30	$19,538	255	-47.1%	Shares	Sole	2025-10-22
2025-06-30	$37,118	482	+86.1%	Shares	Sole	2025-08-18
2025-03-31	$16,954	259	+264.8%	Shares	Sole	2025-05-08
2024-12-31	$4,789	71	+7.6%	Shares	Sole	2025-01-21
2024-09-30	$4,059	66	+340.0%	Shares	Sole	2024-11-14
2024-06-30	$794	15	0.0%	Shares	Sole	2024-07-23
2024-03-31	$809	15	0.0%	Shares	Sole	2024-05-03
2023-12-31	$681	15	-99.1%	Shares	Sole	2024-01-26
2022-06-30	$49,088	1,600	0.0%	Shares	Sole	2022-07-22
2022-03-31	$60,208	1,600	0.0%	Shares	Sole	2022-05-16
2021-12-31	$55,728	1,600	0.0%	Shares	Sole	2022-02-09
2021-09-30	$55,456	1,600	0.0%	Shares	Sole	2021-11-09
2021-06-30	$61,376	1,600	+6.7%	Shares	Sole	2021-07-08
2021-03-31	$57,180	1,500	-27.3%	Shares	Sole	2021-06-17
2020-12-31	$68,718	2,063	+2.6%	Shares	Sole	2021-05-19
2020-09-30	$44,684	2,011	0.0%	Shares	Sole	2021-09-07
2020-06-30	$39,656	2,011	+24.8%	Shares	Sole	2021-09-07
2020-03-31	$28,530	1,611	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.