Booz Allen Hamilton Holding Corporation
MX ˙ BMV ˙ US0995021062
SecurityMX:BAH / Booz Allen Hamilton Holding Corporation
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership14,577 shares
Latest Disclosed Value $ 1,137,404
Geneos Wealth Management Inc. reports 51.69% increase in ownership of BAH / Booz Allen Hamilton Holding Corporation

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 14,577 shares of Booz Allen Hamilton Holding Corporation (MX:BAH) valued at $1,137,404 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 9,610 shares of Booz Allen Hamilton Holding Corporation. This represents a change in shares of 51.69% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 14,577 4,967 51.69 1,137 40.37 0.0264
2026-01-28 2025-12-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 9,610 -3,281 -25.45 811 -37.11 0.0198
2025-10-22 2025-09-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 12,891 1,669 14.87 1,288 10.27 0.0327
2025-08-18 2025-06-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 11,222 1,413 14.41 1,169 13.95 0.0285
2025-05-21 2025-03-31 13F/A-1 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 9,809 2,995 43.95 1,026 17.01 0.0344
2025-05-08 2025-03-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 10,259 3,445 1,073 0.0271
2025-01-21 2024-12-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 6,814 262 4.00 877 -17.82 0.0307
2024-11-14 2024-09-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 6,552 -190 -2.82 1,066 2.80 0.0407
2024-07-23 2024-06-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 6,742 6,133 1,007.06 1,038 1,052.22 0.0461
2024-05-03 2024-03-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 609 0 0.00 90 16.88 0.0041
2024-01-26 2023-12-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 609 -856 -58.43 78 -51.87 0.0038
2023-10-11 2023-09-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,465 779 113.56 160 110.53 0.0082
2023-08-08 2023-06-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 686 6 0.88 77 20.63 0.0040
2023-04-25 2023-03-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 680 0 0.00 63 -11.27 0.0038
2023-01-31 2022-12-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 680 -104 -13.27 71 -1.39 0.0043
2022-11-14 2022-09-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 784 0 0.00 72 0.00 0.0050
2022-07-22 2022-06-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 784 -12,659 -94.17 72 -93.90 0.0036
2022-05-16 2022-03-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 13,443 -1,401 -9.44 1,180 -6.20 0.0507
2022-02-09 2021-12-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 14,844 3,509 30.96 1,258 37.34 0.0479
2021-11-09 2021-09-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 11,335 7,282 179.67 916 160.97 0.0351
2021-07-08 2021-06-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 4,053 -6,425 -61.32 351 -59.61 0.0137
2021-06-17 2021-03-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 10,478 3,627 52.94 869 5,331.25 0.0243
2021-05-19 2020-12-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 6,851 6,645 3,225.73 16 -5.88 0.0006
2021-09-07 2020-09-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 206 1 0.49 17 13.33 0.0009
2021-09-07 2020-06-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 205 0 0.00 15 7.14 0.0008
2021-09-07 2020-03-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 205 0 0.00 14 0.00 0.0009
2021-09-07 2019-12-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 205 55 36.67 14 40.00 0.0007
2021-09-07 2019-09-30 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 150 150 10 0.0006
2021-09-07 2017-03-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 0 -500 -100.00 0 -100.00
2021-09-07 2016-12-31 13F BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 500 500 18 0.0024
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.