Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$736,269
+$189,755 QoQ
Shares Held
2,199
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,242
of 2,035 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $5,969,711 across 10 Electrical Equipment & Parts names. VRT ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
3,890 | $2,035,248 | |
| 2 | BE |
Bloom Energy Corp
|
5,864 | $1,775,032 | |
| 3 | VRT |
Vertiv Holdings Co
This page
|
2,199 | $736,269 | |
| 4 | LTBR |
LIGHTBRIDGE Corp
|
72,683 | $638,883 | |
| 5 | AMPX |
Amprius Technologies, Inc.
|
45,313 | $628,038 | |
| 6 | NVT |
nVent Electric plc
|
560 | $94,981 | |
| 7 | PLUG |
Plug Power Inc
|
9,131 | $24,745 | |
| 8 | ATKR |
Atkore Inc.
|
252 | $19,162 |
All Filings in VRT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,269 | 2,199 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $546,514 | 2,181 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $320,617 | 1,979 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $262,798 | 1,742 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $448,664 | 3,494 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $285,551 | 3,955 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $243,920 | 2,147 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $102,673 | 1,032 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,254 | 130 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||