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
FDLFIRST TR MORNINGSTAR DIVID L
$720K
ADSKAUTODESK INC
$718K
ECLECOLAB INC
$717K
PSXPHILLIPS 66
$715K
ABXBTRIMTABS ETF TR
$705K
ABNBAIRBNB INC
$705K
IHDGWISDOMTREE TR
$699K
ORLYOREILLY AUTOMOTIVE INC
$694K
EMBISHARES TR
$693K
EWEDWARDS LIFESCIENCES CORP
$689K
DRUPGRANITESHARES ETF TR
$686K
BCCCGLOBAL X FDS
$685K
ICLNISHARES TR
$685K
UPSUNITED PARCEL SERVICE INC
$676K
FALNISHARES TR
$673K
BXBLACKSTONE INC
$665K
TEVATEVA PHARMACEUTICAL INDS LTD
$663K
XLISELECT SECTOR SPDR TR
$661K
PDPINVESCO EXCHANGE TRADED FD T
$659K
GBDCGOLUB CAP BDC INC
$658K
SRLNSSGA ACTIVE ETF TR
$657K
BSJOINVESCO EXCH TRD SLF IDX FD
$643K
FVCFIRST TR EXCHANGE TRADED FD
$638K
DWASINVESCO EXCH TRADED FD TR II
$637K
EPDENTERPRISE PRODS PARTNERS L
$635K
BNDWVANGUARD SCOTTSDALE FDS
$631K
BDXBECTON DICKINSON CO
$630K
VOVANGUARD INDEX FDS
$629K
SLVISHARES SILVER TR
$628K
GDXJVANECK ETF TRUST
$627K
VGTVANGUARD WORLD FDS
$626K
IRTINDEPENDENCE RLTY TR INC
$618K
USBUS BANCORP DEL
$618K
ARKKARK ETF TR
$610K
BSJQINVESCO EXCH TRD SLF IDX FD
$598K
VHTVANGUARD WORLD FDS
$594K
DIMWISDOMTREE TR
$592K
FFORD MTR CO DEL
$591K
ACWVISHARES INC
$591K
WECWEC ENERGY GROUP INC
$590K
TRVTRAVELERS COMPANIES INC
$590K
GEGENERAL ELECTRIC CO
$586K
XMMOINVESCO EXCHANGE TRADED FD T
$586K
MARMARRIOTT INTL INC NEW
$584K
RWJINVESCO EXCH TRADED FD TR II
$584K
EWZISHARES INC
$583K
ETNEATON CORP PLC
$582K
PECOPHILLIPS EDISON CO INC
$582K
COPXGLOBAL X FDS
$579K
KHCKRAFT HEINZ CO
$579K
JETSETF SER SOLUTIONS
$578K
HYLSFIRST TR EXCHANGE TRADED FD
$577K
QGROAMERICAN CENTY ETF TR
$575K
ABFLTRIMTABS ETF TR
$572K
FTCFIRST TRUST LRGCP GWT ALPHAD
$571K
DOWDOW INC
$571K
TXNTEXAS INSTRS INC
$570K
EUFNISHARES TR
$565K
REGLPROSHARES TR
$564K
MMM3M CO
$562K
AQLTISHARES TR
$553K
SJNKSPDR SER TR
$552K
IBTEISHARES TR
$551K
ITWILLINOIS TOOL WKS INC
$551K
BSJPINVESCO EXCH TRD SLF IDX FD
$541K
VINTAGE WINE ESTATES INC
$540K
RWKINVESCO EXCH TRADED FD TR II
$538K
VSGXVANGUARD WORLD FD
$538K
IYHISHARES TR
$537K
DONSPDR DOW JONES INDL AVERAGE
$535K
GBILGOLDMAN SACHS ETF TR
$535K
FYCFIRST TR EXCHANGE TRADED ALP
$534K
COFCAPITAL ONE FINL CORP
$532K
FRDMALPHA ARCHITECT ETF TR
$514K
AXPAMERICAN EXPRESS CO
$506K
XMHQINVESCO EXCHANGE TRADED FD T
$504K
RSPFINVESCO EXCHANGE TRADED FD T
$500K
AMGNAMGEN INC
$499K
BLKCHFBLACKROCK INC
$498K
IXCISHARES TR
$498K
SPLBSPDR SER TR
$496K
ENBENBRIDGE INC
$495K
XYZBLOCK INC
$494K
XSOEWISDOMTREE TR
$492K
EDCONSOLIDATED EDISON INC
$492K
FLRNSPDR SER TR
$490K
TBFPROSHARES TR
$487K
EXPEEXPEDIA GROUP INC
$487K
SUBISHARES TR
$483K
RSPHINVESCO EXCHANGE TRADED FD T
$480K
SCHFSCHWAB STRATEGIC TR
$479K
VOTVANGUARD INDEX FDS
$479K
SMHVANECK ETF TRUST
$478K
HYLBDBX ETF TR
$477K
XSVMINVESCO EXCHANGE TRADED FD T
$477K
BBJPJ P MORGAN EXCHANGE TRADED F
$476K
XLYSELECT SECTOR SPDR TR
$473K
IUSGISHARES TR
$471K
VCITVANGUARD SCOTTSDALE FDS
$471K
BABAALIBABA GROUP HLDG LTD
$465K
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