Geneos Wealth Management Inc. Q2 2023 Filing

Filed August 8, 2023

Portfolio Value

$1.9B

Holdings

2,069

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (2,069 positions)

StockValue
NVONOVO NORDISK A S
$1.1M
IYWISHARES TR
$1.1M
SPTSSPDR SER TR
$1.1M
BIBLNORTHERN LTS FD TR IV
$1.1M
UPSUNITED PARCEL SERVICE INC
$1.1M
PDBCINVESCO ACTIVLY MANGD ETC FD
$1.1M
RSPTINVESCO EXCHANGE TRADED FD T
$1.1M
BSCRINVESCO EXCH TRD SLF IDX FD
$1.0M
LVLNSPDR SER TR
$1.0M
EEMVISHARES INC
$1.0M
NPFINUVEEN PFD INCM SECURTIES
$1.0M
MMM3M CO
$1.0M
CRLCHARLES RIV LABS INTL INC
$1.0M
SBUXSTARBUCKS CORP
$1.0M
BACBK OF AMERICA CORP
$1.0M
GUNRFLEXSHARES TR
$990K
VTEBVANGUARD MUN BD FDS
$970K
ROBOEXCHANGE TRADED CONCEPTS TR
$966K
COPCONOCOPHILLIPS
$966K
XITKSPDR SER TR
$953K
CRWDCROWDSTRIKE HLDGS INC
$952K
IWFISHARES TR
$951K
AVEMAMERICAN CENTY ETF TR
$948K
DC4DEXCOM INC
$948K
VCSHVANGUARD SCOTTSDALE FDS
$936K
LMTLOCKHEED MARTIN CORP
$934K
SCHGSCHWAB STRATEGIC TR
$934K
CTRACOTERRA ENERGY INC
$931K
ABNBAIRBNB INC
$931K
PPLPEMBINA PIPELINE CORP
$929K
ENBENBRIDGE INC
$924K
VBVANGUARD INDEX FDS
$919K
EWZISHARES INC
$915K
URAGLOBAL X FDS
$901K
BCCCGLOBAL X FDS
$878K
KRBNKRANESHARES TR
$866K
SHWSHERWIN WILLIAMS CO
$865K
PRUPRUDENTIAL FINL INC
$862K
FDLFIRST TR MORNINGSTAR DIVID L
$862K
LUNA INNOVATIONS INC
$860K
XLVSELECT SECTOR SPDR TR
$860K
AZNASTRAZENECA PLC
$859K
PTINPACER FDS TR
$856K
DFATDIMENSIONAL ETF TRUST
$856K
VBKVANGUARD INDEX FDS
$854K
AEPAMERICAN ELEC PWR CO INC
$853K
FTNTFORTINET INC
$847K
PTMCPACER FDS TR
$843K
AFLAFLAC INC
$837K
KHCKRAFT HEINZ CO
$832K
FISFIDELITY NATL INFORMATION SV
$826K
SECTNORTHERN LTS FD TR IV
$820K
COMDIREXION SHS ETF TR
$814K
EPDENTERPRISE PRODS PARTNERS L
$812K
BSXBOSTON SCIENTIFIC CORP
$811K
EWWISHARES INC
$808K
JETSETF SER SOLUTIONS
$805K
TBUXT ROWE PRICE ETF INC
$804K
WPMWHEATON PRECIOUS METALS CORP
$801K
DFUSDIMENSIONAL ETF TRUST
$798K
TFLOISHARES TR
$788K
EDCONSOLIDATED EDISON INC
$782K
WMBWILLIAMS COS INC
$780K
DONSPDR DOW JONES INDL AVERAGE
$771K
HYLBDBX ETF TR
$771K
PSRINVESCO ACTIVELY MANAGED ETF
$770K
JAAAJANUS DETROIT STR TR
$768K
SILGLOBAL X FDS
$767K
TPHDTIMOTHY PLAN
$763K
CEF/USPROTT PHYSICAL GOLD SILVE
$762K
GDGENERAL DYNAMICS CORP
$761K
DOWDOW INC
$754K
NETCLOUDFLARE INC
$750K
FVCFIRST TR EXCHANGE TRADED FD
$748K
DRSKETF SER SOLUTIONS
$741K
TXNTEXAS INSTRS INC
$738K
ANGLVANECK ETF TRUST
$731K
VHTVANGUARD WORLD FDS
$731K
DVNDEVON ENERGY CORP NEW
$729K
IHDGWISDOMTREE TR
$726K
IRTINDEPENDENCE RLTY TR INC
$724K
REGNREGENERON PHARMACEUTICALS
$724K
XLISELECT SECTOR SPDR TR
$723K
QDFFLEXSHARES TR
$722K
VGTVANGUARD WORLD FDS
$721K
BFSTBUSINESS FIRST BANCSHARES IN
$721K
JPIBJ P MORGAN EXCHANGE TRADED F
$712K
ABLDTRIMTABS ETF TR
$705K
VOVANGUARD INDEX FDS
$696K
SPGPINVESCO EXCHANGE TRADED FD T
$694K
LDOSLEIDOS HOLDINGS INC
$693K
HDVISHARES TR
$693K
NEENEXTERA ENERGY INC
$690K
ABOTTRIMTABS ETF TR
$684K
ABFLTRIMTABS ETF TR
$681K
SCHZSCHWAB STRATEGIC TR
$678K
ZSZSCALER INC
$676K
GBDCGOLUB CAP BDC INC
$675K
ABXBTRIMTABS ETF TR
$672K
EWEDWARDS LIFESCIENCES CORP
$667K
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