Geneos Wealth Management Inc.

Position in WSM — Williams Sonoma Inc

CIK 1764754 ENGLEWOOD, CO

Position in WSM

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

Position Value

$437,528

+$96,207 QoQ

Shares Held

1,877

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#624

of 996 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $2,023,043 across 12 Specialty Retail names. WSM ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSCO	Tractor Supply Co /De/	40,224	$1,271,480
2	WSM	Williams Sonoma Inc This page	1,877	$437,528
3	CASY	Caseys General Stores Inc	105	$83,452
4	ULTA	Ulta Beauty, Inc.	131	$59,078
5	BBY	Best Buy Co Inc	673	$51,067
6	RH	Rh	302	$49,748
7	WINA	Winmark Corp	70	$29,615
8	EYE	National Vision Holdings, Inc.	800	$15,208

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$437,528	1,877	+0.3%	Shares	Sole	2026-08-06
2026-03-31	$341,321	1,872	+0.2%	Shares	Sole	2026-05-05
2025-12-31	$333,606	1,868	+1.9%	Shares	Sole	2026-01-28
2025-09-30	$358,259	1,833	-5.3%	Shares	Sole	2025-10-22
2025-06-30	$316,120	1,935	-3.0%	Shares	Sole	2025-08-18
2025-03-31	$315,409	1,995	+4.8%	Shares	Sole	2025-05-08
2024-12-31	$352,397	1,903	0.0%	Shares	Sole	2025-01-21
2024-09-30	$294,812	1,903	+107.5%	Shares	Sole	2024-11-14
2024-06-30	$258,933	917	0.0%	Shares	Sole	2024-07-23
2024-03-31	$291,175	917	0.0%	Shares	Sole	2024-05-03
2023-12-31	$185,032	917	+0.1%	Shares	Sole	2024-01-26
2023-09-30	$142,346	916	0.0%	Shares	Sole	2023-10-11
2023-06-30	$114,628	916	0.0%	Shares	Sole	2023-08-08
2023-03-31	$111,440	916	0.0%	Shares	Sole	2023-04-25
2022-12-31	$105,266	916	0.0%	Shares	Sole	2023-01-31
2022-09-30	$107,950	916	0.0%	Shares	Sole	2022-11-14
2022-06-30	$101,630	916	-0.1%	Shares	Sole	2022-07-22
2022-03-31	$132,965	917	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$154,753	915	-9.9%	Shares	Sole	2022-02-09
2021-09-30	$179,989	1,015	0.0%	Shares	Sole	2021-11-09
2021-06-30	$162,044	1,015	-6.3%	Shares	Sole	2021-07-08
2021-03-31	$194,073	1,083	0.0%	Shares	Sole	2021-06-17
2020-12-31	$110,292	1,083	+7.3%	Shares	Sole	2021-05-19
2020-09-30	$91,253	1,009	+0.3%	Shares	Sole	2021-09-07
2020-06-30	$82,502	1,006	+0.5%	Shares	Sole	2021-09-07
2020-03-31	$42,562	1,001	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.