Geneos Wealth Management Inc. / MSFT
Geneos Wealth Management Inc.’s Microsoft Corp Position
Does Geneos Wealth Management Inc. own Microsoft Corp (MSFT)? Yes — 100.7K shares worth $37M (+0.86% of its 13F portfolio) as of Q1 2026, down from 102.8K shares the prior filed quarter.
Position Value
$37M
Q1 2026
Shares
100.7K
% of Portfolio
+0.86%
Quarters Held
21
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 100.7K | $37M | +0.86% |
| Q4 2025 | 102.8K | $50M | +1.22% |
| Q3 2025 | 100.4K | $52M | +1.32% |
| Q2 2025 | 121.7K | $61M | +1.48% |
| Q1 2025 | 225.9K | $85M | +1.22% |
| Q4 2024 | 85.1K | $36M | +1.26% |
| Q3 2024 | 83.1K | $36M | +1.36% |
| Q2 2024 | 76.3K | $34M | +1.51% |
| Q1 2024 | 76.3K | $32M | +1.47% |
| Q4 2023 | 77.3K | $29M | +1.44% |
| Q3 2023 | 82.3K | $26M | +1.34% |
| Q2 2023 | 79.1K | $27M | +1.41% |
| Q1 2023 | 75.9K | $22M | +1.33% |
| Q4 2022 | 82.7K | $20M | +1.20% |
| Q3 2022 | 82.5K | $19M | +1.32% |
| Q2 2022 | 133.7K | $35M | +1.71% |
| Q1 2022 | 130.2K | $40M | +1.72% |
| Q4 2021 | 129.0K | $43M | +1.65% |
| Q3 2021 | 128.7K | $37M | +1.42% |
| Q2 2021 | 129.2K | $36M | +1.40% |
| Q1 2021 | 169.9K | $34M | +1.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Geneos Wealth Management Inc.’s full portfolio or all institutional holders of MSFT.