Stock Taper

GENEOS WEALTH MANAGEMENT INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Automatic Data Processing, Inc.ADP16.55K$3.71M
Sysco CorporationSYY16.66K$1.39M
Palantir Technologies Inc.PLTR16.86K$1.97M
Adobe Inc.ADBE16.92K$3.47M
Canadian Natural Resources LimitedCNQ17.07K$674.42K
DexCom, Inc.DXCM17.14K$1.15M
Taiwan Semiconductor Manufacturing Company LimitedTSM17.24K$8.23M
Phillips Edison & Co.PECO17.26K$718.49K
Global Net Lease, Inc.GNL17.29K$154.54K
Barings BDC, Inc.BBDC17.35K$147.85K
Brookfield Asset Management Ltd.BAM17.38K$779.27K
Trinity Capital Inc.TRIN17.85K$319.27K
Toast, Inc.TOST17.9K$497.98K
Chubb LimitedCB17.97K$6.12M
Phillips 66PSX18.42K$3.11M
Ready Capital CorporationRC18.96K$33.17K
RTX CorporationRTX19.28K$3.66M
NBT Bancorp Inc.NBTB19.31K$953.24K
Applied Digital Corp.APLD19.57K$729.77K
Kinetik Holdings Inc.KNTK19.84K$959.16K