Geneos Wealth Management Inc. Q1 2023 Filing

Filed April 25, 2023

Portfolio Value

$1.6B

Holdings

2,041

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (2,041 positions)

StockValue
AESRTWO RDS SHARED TR
$4.2M
VUGVANGUARD INDEX FDS
$4.2M
DEDEERE CO
$4.0M
FDLFIRST TR MORNINGSTAR DIVID L
$4.0M
SYKSTRYKER CORPORATION
$3.9M
FISVFISERV INC
$3.8M
TSNTYSON FOODS INC
$3.8M
FEZSPDR INDEX SHS FDS
$3.8M
BONDPIMCO ETF TR
$3.8M
PALCPACER FDS TR
$3.8M
FTSLFIRST TR EXCHANGE TRADED FD
$3.7M
HONHONEYWELL INTL INC
$3.7M
QUSSPDR SER TR
$3.7M
IEFISHARES TR
$3.7M
AQLTISHARES TR
$3.6M
VGKVANGUARD INTL EQUITY INDEX F
$3.6M
FIXDFIRST TR EXCHNG TRADED FD VI
$3.6M
VYMVANGUARD WHITEHALL FDS
$3.6M
HBANHUNTINGTON BANCSHARES INC
$3.6M
KLACKLA CORP
$3.6M
GOOGLALPHABET INC
$3.6M
VLOVALERO ENERGY CORP
$3.6M
SHVISHARES TR
$3.5M
MSIMOTOROLA SOLUTIONS INC
$3.5M
HFROHIGHLAND INCOME FD
$3.5M
PHYS/USPROTT PHYSICAL GOLD TR
$3.5M
CMICUMMINS INC
$3.5M
AJGGALLAGHER ARTHUR J CO
$3.5M
NVDANVIDIA CORPORATION
$3.5M
AREALEXANDRIA REAL ESTATE EQ IN
$3.4M
IWDISHARES TR
$3.4M
QEFASPDR INDEX SHS FDS
$3.4M
SPABSPDR SER TR
$3.3M
DHRDANAHER CORPORATION
$3.3M
PGRPROGRESSIVE CORP
$3.3M
RDVYFIRST TR EXCHANGE TRADED FD
$3.2M
AFWALIGN TECHNOLOGY INC
$3.2M
SCHWSCHWAB CHARLES CORP
$3.2M
NKENIKE INC
$3.2M
VWOVANGUARD INTL EQUITY INDEX F
$3.1M
VFMFVANGUARD WELLINGTON FD
$3.1M
MCDMCDONALDS CORP
$3.1M
KMIKINDER MORGAN INC DEL
$3.0M
ACNACCENTURE PLC IRELAND
$3.0M
SCHDSCHWAB STRATEGIC TR
$2.9M
TLHISHARES TR
$2.9M
DFACDIMENSIONAL ETF TRUST
$2.9M
VDEVANGUARD WORLD FDS
$2.8M
CWBSPDR SER TR
$2.8M
CATCATERPILLAR INC
$2.8M
ADPAUTOMATIC DATA PROCESSING IN
$2.8M
LGLVSPDR SER TR
$2.8M
LLYLILLY ELI CO
$2.8M
PAMCPACER FDS TR
$2.8M
WMTWALMART INC
$2.8M
DEEFDBX ETF TR
$2.8M
BABOEING CO
$2.8M
DWDMORGAN STANLEY
$2.7M
GQ9SPDR GOLD TR
$2.7M
ITA*ISHARES TR
$2.7M
METAMETA PLATFORMS INC
$2.7M
FDNFIRST TR EXCHANGE TRADED FD
$2.7M
DOVDOVER CORP
$2.6M
EFVISHARES TR
$2.6M
IWRISHARES TR
$2.6M
PYPLPAYPAL HLDGS INC
$2.5M
TAT T INC
$2.5M
SCHHSCHWAB STRATEGIC TR
$2.5M
TLTISHARES TR
$2.5M
OKEONEOK INC NEW
$2.5M
IWNISHARES TR
$2.5M
UUPINVESCO DB US DLR INDEX TR
$2.4M
DVNDEVON ENERGY CORP NEW
$2.3M
AVUSAMERICAN CENTY ETF TR
$2.3M
EFGISHARES TR
$2.3M
CBCHUBB LIMITED
$2.3M
XLRESELECT SECTOR SPDR TR
$2.3M
EMBISHARES TR
$2.2M
PGXINVESCO EXCH TRADED FD TR II
$2.2M
ICEINTERCONTINENTAL EXCHANGE IN
$2.2M
HESHESS CORP
$2.2M
IHIISHARES TR
$2.2M
IWSISHARES TR
$2.2M
EOGEOG RES INC
$2.1M
SHYGISHARES TR
$2.1M
QCOMQUALCOMM INC
$2.1M
TOTLSSGA ACTIVE ETF TR
$2.1M
PECOPHILLIPS EDISON CO INC
$2.1M
SLYGSPDR SER TR
$2.1M
DISDISNEY WALT CO
$2.1M
SPYDSPDR SER TR
$2.1M
VBRVANGUARD INDEX FDS
$2.1M
IUSVISHARES TR
$2.1M
MDYVSPDR SER TR
$2.0M
KOCOCA COLA CO
$2.0M
QUALISHARES TR
$2.0M
PFEPFIZER INC
$2.0M
VTIPVANGUARD MALVERN FDS
$2.0M
VNLAJANUS DETROIT STR TR
$2.0M
VVISA INC
$2.0M
PreviousPage 2 of 21Next