Geneos Wealth Management Inc.

SEC CIK: 0001764754
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, Inc. in every 13F filed by Geneos Wealth Management Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overview All 13F holders of META Full Q2 2026 holdings

Shares (Q2 2026): 27,950
Value: $15.7M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of META by Geneos Wealth Management Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,950	$15.7M	0.3%	+9,700+53.2%	Added	Holders
Q1 2026	18,250	$10.4M	0.2%	−1,067−5.5%	Reduced	Holders
Q4 2025	19,317	$12.8M	0.3%	+1,546+8.7%	Added	Holders
Q3 2025	17,771	$13.1M	0.3%	−5,485−23.6%	Reduced	Holders
Q2 2025	23,256	$17.2M	0.4%	+4,266+22.5%	Added	Holders
Q1 2025	18,990	$10.9M	0.4%	+2,013+11.9%	Added	Holders
Q4 2024	16,977	$9.94M	0.3%	+387+2.3%	Added	Holders
Q3 2024	16,590	$9.50M	0.4%	+1,308+8.6%	Added	Holders
Q2 2024	15,282	$7.71M	0.3%	+1,500+10.9%	Added	Holders
Q1 2024	13,782	$6.69M	0.3%	−487−3.4%	Reduced	Holders
Q4 2023	14,269	$5.05M	0.2%	−2,600−15.4%	Reduced	Holders
Q3 2023	16,869	$5.06M	0.3%	+1,387+9.0%	Added	Holders
Q2 2023	15,482	$4.44M	0.2%	+2,933+23.4%	Added	Holders
Q1 2023	12,549	$2.66M	0.2%	−1,928−13.3%	Reduced	Holders
Q4 2022	14,477	$1.74M	0.1%	−14,413−49.9%	Reduced	Holders
Q3 2022	28,890	$3.92M	0.3%	−6,518−18.4%	Reduced	Holders
Q2 2022	35,408	$5.67M	0.3%	−3,839−9.8%	Reduced	Holders
Q1 2022	39,247	$8.73M	0.4%	−6,519−14.2%	Reduced	Holders
Q4 2021	45,766	$15.4M	0.6%	−6,555−12.5%	Reduced	Holders
Q3 2021	52,321	$18.0M	0.7%	+1,144+2.2%	Added	Holders
Q2 2021	51,177	$18.2M	0.7%	−8,111−13.7%	Reduced	Holders
Q1 2021	59,288	$19.3M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.