Microsoft Corp

Geneos Wealth Management Inc. MSFT

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/28/2026

Shares

102,806

Value ($000)

49,719

Weight

1.2%

2016 Q1 - 2025 Q4 (40 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/28/2026	49,719	1.2%	102,806	12/31/2025
2025 Q3	10/22/2025	52,005	1.3%	100,406	9/30/2025
2025 Q2	8/18/2025	60,544	1.5%	121,719	6/30/2025
2025 Q1	5/8/2025	50,346	1.3%	134,117	3/31/2025
2024 Q4	1/21/2025	35,860	1.3%	85,078	12/31/2024
2024 Q3	11/14/2024	35,739	1.4%	83,056	9/30/2024
2024 Q2	7/23/2024	34,113	1.5%	76,324	6/30/2024
2024 Q1	5/3/2024	32,093	1.5%	76,282	3/31/2024
2023 Q4	1/26/2024	29,085	1.4%	77,346	12/31/2023
2023 Q3	10/11/2023	25,976	1.3%	82,267	9/30/2023
2023 Q2	8/8/2023	26,922	1.4%	79,058	6/30/2023
2023 Q1	4/25/2023	21,877	1.3%	75,883	3/31/2023
2022 Q4	1/31/2023	19,844	1.2%	82,744	12/31/2022
2022 Q3	11/14/2022	19,223	1.3%	82,541	9/30/2022
2022 Q2	7/22/2022	34,696	1.7%	133,665	6/30/2022
2022 Q1	5/16/2022	40,151	1.7%	130,229	3/31/2022
2021 Q4	2/9/2022	43,388	1.7%	129,010	12/31/2021
2021 Q3	11/9/2021	37,194	1.4%	128,657	9/30/2021
2021 Q2	7/8/2021	35,875	1.4%	129,214	6/30/2021
2021 Q1	6/17/2021	38,816	1.1%	153,925	3/31/2021
2020 Q4	5/19/2021	34,395	1.4%	169,939	12/31/2020
2020 Q3	9/7/2021	27,023	1.4%	129,950	9/30/2020
2020 Q2	9/7/2021	26,681	1.5%	135,899	6/30/2020
2020 Q1	9/7/2021	20,134	1.4%	134,203	3/31/2020
2019 Q4	9/7/2021	20,439	1.1%	128,584	12/31/2019
2019 Q3	9/7/2021	17,328	1.0%	125,816	9/30/2019
2019 Q2	9/7/2021	16,603	1.0%	123,815	6/30/2019
2019 Q1	9/7/2021	14,215	0.9%	120,533	3/31/2019
2018 Q4	9/7/2021	11,783	0.9%	117,252	12/31/2018
2018 Q3	9/7/2021	13,113	0.9%	114,581	9/30/2018
2018 Q2	9/7/2021	9,982	0.8%	101,234	6/30/2018
2018 Q1	9/7/2021	10,800	0.9%	118,336	3/31/2018
2017 Q4	9/7/2021	9,869	0.9%	115,382	12/31/2017
2017 Q3	9/7/2021	8,418	0.8%	113,020	9/30/2017
2017 Q2	9/7/2021	7,887	0.8%	114,433	6/30/2017
2017 Q1	9/7/2021	7,066	0.7%	107,289	3/31/2017
2016 Q4	9/7/2021	6,370	0.8%	102,526	12/31/2016
2016 Q3	9/7/2021	6,250	0.8%	108,524	9/30/2016
2016 Q2	9/7/2021	5,567	0.8%	108,817	6/30/2016
2016 Q1	9/7/2021	6,606	1.0%	118,887	3/31/2016