Geneos Wealth Management Inc.

Position in VEEV — Veeva Systems Inc

CIK 1764754 ENGLEWOOD, CO

Position in VEEV

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

Position Value

$539,686

+$187,664 QoQ

Shares Held

3,041

+51.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#639

of 1,056 holders

Holding Since

Mar 2020

20 quarters on record

Healthcare · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $921,417 across 6 Health Information Services names. VEEV ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc This page	3,041	$539,686
2	TXG	10x Genomics, Inc.	6,500	$249,210
3	TEM	Tempus AI, Inc.	2,200	$127,446
4	SPOK	Spok Holdings, Inc	200	$2,048
5	GDRX	GoodRx Holdings, Inc.	679	$1,955
6	SDGR	Schrodinger, Inc.	66	$1,072

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$539,686	3,041	+51.7%	Shares	Sole	2026-08-06
2026-03-31	$352,022	2,004	-4.2%	Shares	Sole	2026-05-05
2025-12-31	$466,773	2,091	-18.0%	Shares	Sole	2026-01-28
2025-09-30	$759,968	2,551	-0.1%	Shares	Sole	2025-10-22
2025-06-30	$735,500	2,554	+1.4%	Shares	Sole	2025-08-18
2025-03-31	$583,244	2,518	+23.4%	Shares	Sole	2025-05-08
2024-12-31	$428,910	2,040	-4.0%	Shares	Sole	2025-01-21
2024-09-30	$445,973	2,125	-37.8%	Shares	Sole	2024-11-14
2024-06-30	$625,345	3,417	+5.5%	Shares	Sole	2024-07-23
2024-03-31	$750,212	3,238	+6.8%	Shares	Sole	2024-05-03
2023-12-31	$583,528	3,031	-0.4%	Shares	Sole	2024-01-26
2023-09-30	$619,098	3,043	-74.9%	Shares	Sole	2023-10-11
2023-06-30	$331,144	12,103	+712.3%	Shares	Sole	2023-08-08
2023-03-31	$273,847	1,490	+843.0%	Shares	Sole	2023-04-25
2021-09-30	$45,530	158	0.0%	Shares	Sole	2021-11-09
2021-06-30	$49,130	158	-54.3%	Shares	Sole	2021-07-08
2021-03-31	$90,389	346	-8.0%	Shares	Sole	2021-06-17
2020-12-31	$102,366	376	+150.7%	Shares	Sole	2021-05-19
2020-06-30	$35,163	150	+31.6%	Shares	Sole	2021-09-07
2020-03-31	$17,826	114	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.