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
DWMWISDOMTREE TR
$1.7M
TXNTEXAS INSTRS INC
$1.7M
VDCVANGUARD WORLD FD
$1.7M
PYLDPIMCO ETF TR
$1.7M
JPCNUVEEN PFD INCOME OPPORTUN
$1.7M
AXONAXON ENTERPRISE INC
$1.7M
TPIFTIMOTHY PLAN
$1.7M
IWFISHARES TR
$1.6M
IXNISHARES TR
$1.6M
TTTRANE TECHNOLOGIES PLC
$1.6M
NOBLPROSHARES TR
$1.6M
SEIESEI EXCHANGE TRADED FUNDS
$1.6M
EWGISHARES INC
$1.6M
PHPARKER HANNIFIN CORP
$1.6M
URNMSPROTT FDS TR
$1.6M
SYLDCAMBRIA ETF TR
$1.6M
APPAPPLOVIN CORP
$1.6M
EWPISHARES INC
$1.6M
DELLDELL TECHNOLOGIES INC
$1.5M
HIGHARTFORD FINL SVCS GROUP INC
$1.5M
CMCSACOMCAST CORP NEW
$1.5M
EWDISHARES INC
$1.5M
BBINJ P MORGAN EXCHANGE TRADED F
$1.5M
CIBRFIRST TR EXCHANGE TRADED FD
$1.5M
HCAHCA HEALTHCARE INC
$1.5M
EWAISHARES INC
$1.5M
SBUXSTARBUCKS CORP
$1.5M
IQVIQVIA HLDGS INC
$1.5M
FDNFIRST TR EXCHANGE TRADED FD
$1.5M
CITCINTAS CORP
$1.5M
IYKISHARES TR
$1.5M
EWKISHARES INC
$1.5M
OKTAOKTA INC
$1.5M
GDXJVANECK ETF TRUST
$1.5M
EPDENTERPRISE PRODS PARTNERS L
$1.5M
IDUISHARES TR
$1.5M
TRVTRAVELERS COMPANIES INC
$1.5M
SUBISHARES TR
$1.5M
STRVEA SERIES TRUST
$1.5M
MUMICRON TECHNOLOGY INC
$1.4M
USBUS BANCORP DEL
$1.4M
ARKBARK 21SHARES BITCOIN ETF
$1.4M
QWLDSPDR INDEX SHS FDS
$1.4M
BLKBLACKROCK INC
$1.4M
BOTZGLOBAL X FDS
$1.4M
ENBENBRIDGE INC
$1.4M
WMBWILLIAMS COS INC
$1.4M
GRMNGARMIN LTD
$1.4M
USIGISHARES TR
$1.4M
ILCGISHARES TR
$1.4M
LMTLOCKHEED MARTIN CORP
$1.4M
SILASILA REALTY TRUST INC
$1.4M
CEF/USPROTT PHYSICAL GOLD SILVE
$1.4M
SYYSYSCO CORP
$1.4M
CHKPCHECK POINT SOFTWARE TECH LT
$1.4M
SOXXISHARES TR
$1.4M
BSJQINVESCO EXCH TRD SLF IDX FD
$1.3M
PECOPHILLIPS EDISON CO INC
$1.3M
INTCINTEL CORP
$1.3M
IAKISHARES TR
$1.3M
HYMBSPDR SER TR
$1.3M
INFYINFOSYS LTD
$1.3M
SPIPSPDR SER TR
$1.3M
SHWSHERWIN WILLIAMS CO
$1.3M
RSPUINVESCO EXCHANGE TRADED FD T
$1.3M
ORLYOREILLY AUTOMOTIVE INC
$1.3M
LINLINDE PLC
$1.3M
ARCCARES CAPITAL CORP
$1.3M
SPHQINVESCO EXCHANGE TRADED FD T
$1.3M
ROBOEXCHANGE TRADED CONCEPTS TRU
$1.3M
SDYSPDR SER TR
$1.3M
AFLAFLAC INC
$1.3M
CEGCONSTELLATION ENERGY CORP
$1.3M
FTCFIRST TRUST LRGCP GWT ALPHAD
$1.3M
KMXCARMAX INC
$1.3M
ORIOLD REP INTL CORP
$1.3M
CGSMCAPITAL GRP FIXED INCM ETF T
$1.2M
RSPTINVESCO EXCHANGE TRADED FD T
$1.2M
IGEISHARES TR
$1.2M
NVONOVO NORDISK A S
$1.2M
MEMMATTHEWS ASIA FDS
$1.2M
PFXFVANECK ETF TRUST
$1.2M
NOCNORTHROP GRUMMAN CORP
$1.2M
FDLFIRST TR MORNINGSTAR DIVID L
$1.2M
SPGIS P GLOBAL INC
$1.2M
INTUINTUIT
$1.2M
AXPAMERICAN EXPRESS CO
$1.2M
GBTCGRAYSCALE BITCOIN TRUST ETF
$1.2M
DFGRDIMENSIONAL ETF TRUST
$1.2M
BILSSPDR SER TR
$1.2M
DFCFDIMENSIONAL ETF TRUST
$1.2M
BKBANK NEW YORK MELLON CORP
$1.2M
FTHIFIRST TR EXCHANGE TRADED FD
$1.2M
BAHBOOZ ALLEN HAMILTON HLDG COR
$1.2M
XLVSELECT SECTOR SPDR TR
$1.2M
IOOISHARES TR
$1.2M
AHRAMERICAN HEALTHCARE REIT INC
$1.2M
VSGXVANGUARD WORLD FD
$1.2M
SDVYFIRST TR EXCHANGE TRADED FD
$1.1M
SCZISHARES TR
$1.1M
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