Position in WDC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$341,715
+$197,003 QoQ
Shares Held
535
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,360
of 1,836 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Geneos Wealth Management Inc. holds $10,251,497 across 15 Computer Hardware names. WDC ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
3,479 | $3,357,235 | |
| 2 | DELL |
Dell Technologies Inc.
|
5,219 | $2,251,789 | |
| 3 | ANET |
Arista Networks, Inc.
|
10,945 | $1,859,336 | |
| 4 | QBTS |
D-Wave Quantum Inc.
|
69,679 | $1,671,599 | |
| 5 | WDC |
Western Digital Corp
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|
535 | $341,715 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
10,792 | $316,529 | |
| 7 | RGTI |
Rigetti Computing, Inc.
|
10,737 | $207,438 | |
| 8 | P |
Everpure, Inc.
|
1,297 | $102,190 |
All Filings in WDC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,715 | 535 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $144,712 | 535 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $34,454 | 200 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $24,012 | 200 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $73,588 | 1,150 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $63,434 | 1,569 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $25,104 | 421 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $24,447 | 358 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,154 | 200 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $13,647 | 200 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,474 | 200 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $10,768 | 236 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,586 | 200 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,534 | 200 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,309 | 200 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,025 | 308 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,015 | 558 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $22,342 | 450 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,996 | 460 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $25,962 | 460 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $32,738 | 460 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $45,857 | 687 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $38,052 | 687 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $148,392 | 4,060 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $101,986 | 2,310 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $96,142 | 2,310 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||