Geneos Wealth Management Inc. Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$4.0B
Holdings
3,071
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (3,071 positions)
| Stock | Value |
|---|---|
VRIGINVESCO ACTIVELY MANAGED EXC | $1.6M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $1.6M |
IWFISHARES TR | $1.6M |
SEIESEI EXCHANGE TRADED FUNDS | $1.6M |
CHKPCHECK POINT SOFTWARE TECH LT | $1.6M |
TJXTJX COS INC NEW | $1.6M |
IYGISHARES TR | $1.6M |
SYLDCAMBRIA ETF TR | $1.6M |
ISRGINTUITIVE SURGICAL INC | $1.6M |
AWCAMERICAN WTR WKS CO INC NEW | $1.6M |
CTASIMPLIFY EXCHANGE TRADED FUN | $1.6M |
PYLDPIMCO ETF TR | $1.6M |
FXBINVESCO CURRENCYSHARES BRIT | $1.5M |
AZNASTRAZENECA PLC | $1.5M |
INTCINTEL CORP | $1.5M |
BBINJ P MORGAN EXCHANGE TRADED F | $1.5M |
EWGISHARES INC | $1.5M |
IYKISHARES TR | $1.5M |
HYGISHARES TR | $1.5M |
FXYINVESCO CURRENCYSHARES JAPAN | $1.5M |
AMTAMERICAN TOWER CORP NEW | $1.5M |
VRTXVERTEX PHARMACEUTICALS INC | $1.5M |
GCOWPACER FDS TR | $1.5M |
PLTRPALANTIR TECHNOLOGIES INC | $1.5M |
APPAPPLOVIN CORP | $1.5M |
QTUMETF SER SOLUTIONS | $1.5M |
TXNTEXAS INSTRS INC | $1.5M |
OKTAOKTA INC | $1.5M |
HIGHARTFORD FINL SVCS GROUP INC | $1.5M |
KMXCARMAX INC | $1.4M |
IDUISHARES TR | $1.4M |
SOXXISHARES TR | $1.4M |
URAGLOBAL X FDS | $1.4M |
LDOSLEIDOS HOLDINGS INC | $1.4M |
JMSTJ P MORGAN EXCHANGE TRADED F | $1.4M |
EWDISHARES INC | $1.4M |
FTCFIRST TRUST LRGCP GWT ALPHAD | $1.4M |
UNPUNION PAC CORP | $1.4M |
AFLAFLAC INC | $1.4M |
TPHDTIMOTHY PLAN | $1.4M |
DFUSDIMENSIONAL ETF TRUST | $1.4M |
EPDENTERPRISE PRODS PARTNERS L | $1.4M |
IXNISHARES TR | $1.4M |
QWLDSPDR INDEX SHS FDS | $1.3M |
ENBENBRIDGE INC | $1.3M |
BSJQINVESCO EXCH TRD SLF IDX FD | $1.3M |
ARCCARES CAPITAL CORP | $1.3M |
FDNFIRST TR EXCHANGE TRADED FD | $1.3M |
IGEISHARES TR | $1.3M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $1.3M |
GDXJVANECK ETF TRUST | $1.3M |
IMFLINVESCO EXCH TRD SLF IDX FD | $1.3M |
QEFASPDR INDEX SHS FDS | $1.3M |
BOTZGLOBAL X FDS | $1.3M |
GRMNGARMIN LTD | $1.3M |
HYTBLACKROCK CORPOR HI YLD FD I | $1.3M |
BKBANK NEW YORK MELLON CORP | $1.3M |
RSPUINVESCO EXCHANGE TRADED FD T | $1.3M |
INDAISHARES TR | $1.3M |
ZSZSCALER INC | $1.3M |
VCSHVANGUARD SCOTTSDALE FDS | $1.3M |
INTUINTUIT | $1.3M |
DINTDAVIS FUNDAMENTAL ETF TR | $1.3M |
VMBSVANGUARD SCOTTSDALE FDS | $1.2M |
BIBLNORTHERN LTS FD TR IV | $1.2M |
MUMICRON TECHNOLOGY INC | $1.2M |
GEVGE VERNOVA INC | $1.2M |
EDCONSOLIDATED EDISON INC | $1.2M |
FDLFIRST TR MORNINGSTAR DIVID L | $1.2M |
BLVVANGUARD BD INDEX FDS | $1.2M |
AVUSAMERICAN CENTY ETF TR | $1.2M |
UPSUNITED PARCEL SERVICE INC | $1.2M |
URNMSPROTT FDS TR | $1.2M |
USBUS BANCORP DEL | $1.2M |
WELLWELLTOWER INC | $1.2M |
IBITISHARES BITCOIN TRUST ETF | $1.2M |
PFXFVANECK ETF TRUST | $1.2M |
HSYHERSHEY CO | $1.2M |
DFCFDIMENSIONAL ETF TRUST | $1.2M |
DELLDELL TECHNOLOGIES INC | $1.2M |
CIBRFIRST TR EXCHANGE TRADED FD | $1.2M |
INFYINFOSYS LTD | $1.2M |
FVCFIRST TR EXCHANGE TRADED FD | $1.2M |
ILCGISHARES TR | $1.2M |
BLKBLACKROCK INC | $1.1M |
USIGISHARES TR | $1.1M |
FALNISHARES TR | $1.1M |
PRUPRUDENTIAL FINL INC | $1.1M |
DDOMINION ENERGY INC | $1.1M |
CEF/USPROTT PHYSICAL GOLD SILVE | $1.1M |
IWXISHARES TR | $1.1M |
SNPSSYNOPSYS INC | $1.1M |
MMM3M CO | $1.1M |
ULUNILEVER PLC | $1.1M |
FTHIFIRST TR EXCHANGE TRADED FD | $1.1M |
DFGRDIMENSIONAL ETF TRUST | $1.1M |
MCKMCKESSON CORP | $1.1M |
CGUICAPITAL GRP FIXED INCM ETF T | $1.1M |
TRVCCITIGROUP INC | $1.1M |
FXHFIRST TR EXCHANGE TRADED FD | $1.1M |