Geneos Wealth Management Inc. Q2 2025 Filing

Filed August 18, 2025

Portfolio Value

$4.1B

Holdings

3,109

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (3,109 positions)

StockValue
COPCONOCOPHILLIPS
$3.0M
RLYSSGA ACTIVE ETF TR
$3.0M
XELXCEL ENERGY INC
$2.9M
BACBANK AMERICA CORP
$2.9M
TMOTHERMO FISHER SCIENTIFIC INC
$2.8M
SPIBSPDR SER TR
$2.8M
IYFISHARES TR
$2.8M
SCHPSCHWAB STRATEGIC TR
$2.8M
IWSISHARES TR
$2.8M
SOSOUTHERN CO
$2.8M
AMDADVANCED MICRO DEVICES INC
$2.8M
AMATAPPLIED MATLS INC
$2.8M
VWOBVANGUARD WHITEHALL FDS
$2.8M
CGSDCAPITAL GRP FIXED INCM ETF T
$2.8M
INDAISHARES TR
$2.7M
TOTLSSGA ACTIVE ETF TR
$2.7M
CMICUMMINS INC
$2.7M
URAGLOBAL X FDS
$2.7M
CGGOCAPITAL GROUP GBL GROWTH EQT
$2.7M
ABTABBOTT LABS
$2.6M
PSXPHILLIPS 66
$2.6M
XLRESELECT SECTOR SPDR TR
$2.6M
SCHDSCHWAB STRATEGIC TR
$2.6M
QTECFIRST TR NASDAQ 100 TECH IND
$2.5M
ACWVISHARES INC
$2.5M
VGTVANGUARD WORLD FD
$2.5M
ESUMSTRATEGY SHS
$2.5M
MDYSPDR S P MIDCAP 400 ETF TR
$2.5M
IWPISHARES TR
$2.5M
CALFPACER FDS TR
$2.5M
MDYGSPDR SER TR
$2.4M
IWOISHARES TR
$2.4M
OXLCLOXFORD LANE CAP CORP
$2.4M
CAHCARDINAL HEALTH INC
$2.4M
BIBLNORTHERN LTS FD TR IV
$2.4M
EWZISHARES INC
$2.4M
SPGPINVESCO EXCHANGE TRADED FD T
$2.4M
AMGNAMGEN INC
$2.4M
MINVMATTHEWS ASIA FDS
$2.4M
NETCLOUDFLARE INC
$2.4M
LOWLOWES COS INC
$2.4M
GEVGE VERNOVA INC
$2.4M
PTMCPACER FDS TR
$2.4M
PFFISHARES TR
$2.3M
PTLNORTHERN LTS FD TR IV
$2.3M
DEDEERE CO
$2.3M
ARKTARK ETF TR
$2.3M
HWMHOWMET AEROSPACE INC
$2.3M
MRKMERCK CO INC
$2.3M
AEPAMERICAN ELEC PWR CO INC
$2.3M
RWKINVESCO EXCH TRADED FD TR II
$2.2M
BSVVANGUARD BD INDEX FDS
$2.2M
VOTVANGUARD INDEX FDS
$2.2M
IUSVISHARES TR
$2.2M
PEPPEPSICO INC
$2.2M
MAINMAIN STR CAP CORP
$2.2M
OKLOOKLO INC
$2.1M
TMUST MOBILE US INC
$2.1M
JMSTJ P MORGAN EXCHANGE TRADED F
$2.1M
COFCAPITAL ONE FINL CORP
$2.1M
EWWISHARES INC
$2.1M
ETNEATON CORP PLC
$2.1M
IJTISHARES TR
$2.1M
DAPPVANECK ETF TRUST
$2.1M
EMLCVANECK ETF TRUST
$2.0M
ETENERGY TRANSFER L P
$2.0M
JNKSPDR SER TR
$2.0M
SDGRSCHRODINGER INC
$2.0M
ZSZSCALER INC
$2.0M
GDGENERAL DYNAMICS CORP
$2.0M
UNPUNION PAC CORP
$2.0M
CGMUCAPITAL GRP FIXED INCM ETF T
$2.0M
ABGCENCORA INC
$2.0M
CRDOCREDO TECHNOLOGY GROUP HOLDI
$2.0M
BABOEING CO
$2.0M
DGRWWISDOMTREE TR
$2.0M
SCHHSCHWAB STRATEGIC TR
$2.0M
FTSMFIRST TR EXCHANGE TRADED FD
$1.9M
SEIQSEI EXCHANGE TRADED FUNDS
$1.9M
KOMPSPDR SER TR
$1.9M
HYDVANECK ETF TRUST
$1.9M
QTUMETF SER SOLUTIONS
$1.9M
CMECME GROUP INC
$1.9M
IUSBISHARES TR
$1.9M
DDWMWISDOMTREE TR
$1.9M
JIREJ P MORGAN EXCHANGE TRADED F
$1.8M
PWRQUANTA SVCS INC
$1.8M
ABNBAIRBNB INC
$1.8M
WECWEC ENERGY GROUP INC
$1.8M
IWDISHARES TR
$1.8M
BCIABRDN ETFS
$1.8M
VPUVANGUARD WORLD FD
$1.8M
LVLNSPDR SER TR
$1.8M
GCOWPACER FDS TR
$1.8M
IYGISHARES TR
$1.8M
PLTRPALANTIR TECHNOLOGIES INC
$1.7M
SMHVANECK ETF TRUST
$1.7M
UPSUNITED PARCEL SERVICE INC
$1.7M
HOODROBINHOOD MKTS INC
$1.7M
LDOSLEIDOS HOLDINGS INC
$1.7M
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