Position in WHD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$125,513
+$113,753 QoQ
Shares Held
2,450
+810.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#244
of 340 holders
Holding Since
Dec 2022
9 quarters on record
Common Shares in WHD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Geneos Wealth Management Inc. holds $13,369,506 across 6 Oil & Gas Equipment & Services names. WHD ranks #5 (0.9% of the industry book) .
All Filings in WHD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,513 | 2,450 | Shares | Sole | 2026-08-06 | |
| 2025-06-30 | $11,760 | 269 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $23,556 | 514 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,547 | 215 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $11,575 | 194 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $22,594 | 450 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $19,044 | 450 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $18,553 | 450 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $22,617 | 450 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||