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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
Q2 		$730K Sell
19,565
-159
-0.8% -$6.14K 0.01% 618
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
-6,171
-93% -$45.5K ﹤0.01% 2575
2025
Q1 		$37.5K Buy
6,667
+3,542
+113% +$27.8K ﹤0.01% 1641
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 $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Geneos Wealth Management's APLD Position: Q2 2026 in Review

Geneos Wealth Management reduced its Applied Digital (APLD) stake by 0.81% in Q2 2026, selling an estimated $6.14K and leaving 19,565 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #618.

Geneos Wealth Management first reported a position in APLD in Q4 2024 and has held it in 7 quarters since. 567 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • Geneos Wealth Management held 19,565 shares of Applied Digital worth $730K as of Q2 2026.
  • Geneos Wealth Management sold 159 Applied Digital shares in Q2 2026, an estimated $6.14K.
  • Applied Digital made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #618 holding.
  • Geneos Wealth Management first reported a position in Applied Digital in Q4 2024 and has held it in 7 quarters since.
  • 567 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.