Geneos Wealth Management Inc.

Position in ZM — Zoom Communications, Inc.

CIK 1764754 ENGLEWOOD, CO

Position in ZM

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

Position Value

$29,863

+$9,686 QoQ

Shares Held

346

+37.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#678

of 860 holders

Holding Since

Mar 2020

15 quarters on record

Technology · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $25,911,144 across 43 Software - Application names. ZM ranks #19 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	98,540	$7,110,646
2	ADP	Automatic Data Processing Inc	16,549	$3,706,148
3	CRM	Salesforce, Inc.	23,606	$3,698,115
4	ADBE	Adobe Inc.	16,922	$3,469,348
5	DDOG	Datadog, Inc.	10,042	$2,614,535
6	DT	Dynatrace, Inc.	35,338	$1,551,691
7	MSTR	Strategy Inc	10,278	$893,466
8	INTU	Intuit Inc.	2,467	$643,887

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,863	346	+37.8%	Shares	Sole	2026-08-06
2026-03-31	$20,177	251	-9.1%	Shares	Sole	2026-05-05
2025-12-31	$23,816	276	0.0%	Shares	Sole	2026-01-28
2025-09-30	$22,770	276	-69.2%	Shares	Sole	2025-10-22
2025-06-30	$69,948	897	-0.4%	Shares	Sole	2025-08-18
2025-03-31	$66,466	901	+86.2%	Shares	Sole	2025-05-08
2024-12-31	$39,499	484	-62.7%	Shares	Sole	2025-01-21
2021-12-31	$238,715	1,298	-9.3%	Shares	Sole	2022-02-09
2021-09-30	$374,206	1,431	-5.1%	Shares	Sole	2021-11-09
2021-06-30	$583,641	1,508	-36.2%	Shares	Sole	2021-07-08
2021-03-31	$759,850	2,365	-1.3%	Shares	Sole	2021-06-17
2020-12-31	$808,218	2,396	+39.5%	Shares	Sole	2021-05-19
2020-09-30	$807,648	1,718	+11.8%	Shares	Sole	2021-09-07
2020-06-30	$389,690	1,537	-58.2%	Shares	Sole	2021-09-07
2020-03-31	$537,429	3,678	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.