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Geneos Wealth Management’s Applied Digital APLD Stock Holding History

Geneos Wealth Management’s Portfolio APLD Stock Details APLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$468K Buy
19,724
+3,763
+24% +$118K 0.01% 717
2025
Q4 		$391K Buy
15,961
+6,035
+61% +$174K 0.01% 739
2025
Q3 		$228K Buy
9,926
+9,430
+1,901% +$140K 0.01% 857
2025
Q2 		$5K Sell
496
-12,838
-96% -$94.7K ﹤0.01% 2575
2025
Q1 		$74.9K Buy
13,334
+10,209
+327% +$80.2K ﹤0.01% 1710
2024
Q4 		$23.9K Buy
+3,125
New +$26K ﹤0.01% 1643

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's APLD Position: Q1 2026 in Review

Geneos Wealth Management increased its Applied Digital (APLD) stake by 24% in Q1 2026, buying an estimated $118K and bringing the position to 19,724 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #717.

Geneos Wealth Management first reported a position in APLD in Q4 2024 and has held it in 6 quarters since. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • Geneos Wealth Management held 19,724 shares of Applied Digital worth $468K as of Q1 2026.
  • Geneos Wealth Management bought 3,763 Applied Digital shares in Q1 2026, an estimated $118K.
  • Applied Digital made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #717 holding.
  • Geneos Wealth Management first reported a position in Applied Digital in Q4 2024 and has held it in 6 quarters since.
  • 457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.