Geneos Wealth Management Inc. Q1 2024 Filing

Filed May 3, 2024

Portfolio Value

$2.2B

Holdings

2,121

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (2,121 positions)

StockValue
VWOVANGUARD INTL EQUITY INDEX F
$5.3M
TSLATESLA INC
$5.2M
SCHASCHWAB STRATEGIC TR
$5.2M
IGEBISHARES TR
$5.2M
KDPKEURIG DR PEPPER INC
$5.2M
SPLVINVESCO EXCH TRADED FD TR II
$5.1M
SPABSPDR SER TR
$5.1M
PGRPROGRESSIVE CORP
$5.1M
MDTMEDTRONIC PLC
$5.1M
ULTAULTA BEAUTY INC
$5.0M
SPGPINVESCO EXCHANGE TRADED FD T
$5.0M
AMTAMERICAN TOWER CORP NEW
$5.0M
AGGISHARES TR
$5.0M
CMCSACOMCAST CORP NEW
$5.0M
JQUAJ P MORGAN EXCHANGE TRADED F
$4.9M
APDAIR PRODS CHEMS INC
$4.9M
SYKSTRYKER CORPORATION
$4.8M
JPSTJ P MORGAN EXCHANGE TRADED F
$4.8M
FLQMFRANKLIN TEMPLETON ETF TR
$4.8M
AAAUGOLDMAN SACHS PHYSICAL GOLD
$4.7M
JAAAJANUS DETROIT STR TR
$4.7M
PFEPFIZER INC
$4.6M
FSKFS KKR CAP CORP
$4.6M
UCONFIRST TR EXCHNG TRADED FD VI
$4.6M
FAIFIRST TR EXCHANGE TRADED FD
$4.6M
MSIMOTOROLA SOLUTIONS INC
$4.5M
GILDGILEAD SCIENCES INC
$4.5M
EEMISHARES TR
$4.5M
BMYBRISTOL MYERS SQUIBB CO
$4.4M
HBANHUNTINGTON BANCSHARES INC
$4.4M
AJGGALLAGHER ARTHUR J CO
$4.3M
PHYS/USPROTT PHYSICAL GOLD TR
$4.3M
DEDEERE CO
$4.3M
QUSSPDR SER TR
$4.3M
MUMICRON TECHNOLOGY INC
$4.3M
SHYISHARES TR
$4.2M
MCDMCDONALDS CORP
$4.2M
VYMVANGUARD WHITEHALL FDS
$4.1M
HONHONEYWELL INTL INC
$4.1M
AFWALIGN TECHNOLOGY INC
$4.0M
SPHDINVESCO EXCH TRADED FD TR II
$4.0M
PEPPEPSICO INC
$4.0M
ACNACCENTURE PLC IRELAND
$3.9M
DDOMINION ENERGY INC
$3.9M
IEFISHARES TR
$3.8M
TSNTYSON FOODS INC
$3.8M
PAMCPACER FDS TR
$3.8M
XLUSELECT SECTOR SPDR TR
$3.8M
MAMASTERCARD INCORPORATED
$3.7M
AREALEXANDRIA REAL ESTATE EQ IN
$3.7M
PFFISHARES TR
$3.7M
VLOVALERO ENERGY CORP
$3.7M
LRCXEURLAM RESEARCH CORP
$3.6M
WMTWALMART INC
$3.6M
SGOVISHARES TR
$3.6M
DHRDANAHER CORPORATION
$3.6M
DRIDARDEN RESTAURANTS INC
$3.6M
AQLTISHARES TR
$3.5M
VDEVANGUARD WORLD FDS
$3.5M
BONDPIMCO ETF TR
$3.5M
DFACDIMENSIONAL ETF TRUST
$3.5M
CRMSALESFORCE COM INC
$3.4M
IUSINVESCO EXCH TRD SLF IDX FD
$3.4M
EFVISHARES TR
$3.4M
HSYHERSHEY CO
$3.4M
FLTRVANECK ETF TRUST
$3.4M
KMIKINDER MORGAN INC DEL
$3.4M
DOVDOVER CORP
$3.4M
IJHISHARES TR
$3.3M
SLYGSPDR SER TR
$3.3M
DWDMORGAN STANLEY
$3.3M
NKENIKE INC
$3.3M
CWBSPDR SER TR
$3.3M
OKEONEOK INC NEW
$3.3M
BKNGBOOKING HOLDINGS INC
$3.2M
PGXINVESCO EXCH TRADED FD TR II
$3.2M
IEMGISHARES INC
$3.2M
ICEINTERCONTINENTAL EXCHANGE IN
$3.2M
VFMFVANGUARD WELLINGTON FD
$3.1M
ITA*ISHARES TR
$3.1M
IQVIQVIA HLDGS INC
$3.1M
SMCIUSDSUPER MICRO COMPUTER INC
$3.1M
EFGISHARES TR
$3.1M
SPIBSPDR SER TR
$3.0M
BSCOINVESCO EXCH TRD SLF IDX FD
$3.0M
DUSADAVIS FUNDAMENTAL ETF TR
$2.9M
MDYGSPDR SER TR
$2.9M
IYKISHARES TR
$2.9M
SHYGISHARES TR
$2.9M
MDYVSPDR SER TR
$2.8M
IHIISHARES TR
$2.8M
PYPLPAYPAL HLDGS INC
$2.8M
GDXVANECK ETF TRUST
$2.8M
FTCSFIRST TR EXCHANGE TRADED FD
$2.8M
HFROHIGHLAND INCOME FD
$2.8M
IWRISHARES TR
$2.7M
ADPAUTOMATIC DATA PROCESSING IN
$2.7M
DISDISNEY WALT CO
$2.7M
VXFVANGUARD INDEX FDS
$2.7M
RWLINVESCO EXCH TRADED FD TR II
$2.7M
PreviousPage 2 of 22Next