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
FVCFIRST TR EXCHANGE TRADED FD
$1.1M
ELCVSTRATEGY SHS
$1.1M
EMBISHARES TR
$1.1M
HYTBLACKROCK CORPOR HI YLD FD I
$1.1M
VDEVANGUARD WORLD FD
$1.1M
KNGFIRST TR EXCHANGE TRADED FD
$1.1M
EDCONSOLIDATED EDISON INC
$1.1M
SILGLOBAL X FDS
$1.1M
AGFIRST MAJESTIC SILVER CORP
$1.1M
CGUICAPITAL GRP FIXED INCM ETF T
$1.1M
CELHCELSIUS HLDGS INC
$1.1M
PFEPFIZER INC
$1.1M
ADIANALOG DEVICES INC
$1.1M
WELLWELLTOWER INC
$1.1M
MRVLMARVELL TECHNOLOGY INC
$1.1M
ULUNILEVER PLC
$1.1M
ITWILLINOIS TOOL WKS INC
$1.1M
TPHDTIMOTHY PLAN
$1.1M
TJXTJX COS INC NEW
$1.1M
CGDGCAPITAL GROUP DIVIDEND GROWE
$1.1M
HSYHERSHEY CO
$1.1M
IBITISHARES BITCOIN TRUST ETF
$1.0M
VCSHVANGUARD SCOTTSDALE FDS
$1.0M
FYCFIRST TR EXCHANGE TRADED ALP
$1.0M
MCKMCKESSON CORP
$1.0M
BFSTBUSINESS FIRST BANCSHARES IN
$1.0M
DASHDOORDASH INC
$1.0M
WPMWHEATON PRECIOUS METALS CORP
$1.0M
ADSKAUTODESK INC
$1.0M
HYGISHARES TR
$1.0M
TRVCCITIGROUP INC
$1.0M
BRBROADRIDGE FINL SOLUTIONS IN
$1.0M
TFCTRUIST FINL CORP
$1.0M
JPIBJ P MORGAN EXCHANGE TRADED F
$994K
FYLDCAMBRIA ETF TR
$987K
COHRCOHERENT CORP
$987K
IGSBISHARES TR
$980K
NANCTIDAL ETF TR
$978K
DFUSDIMENSIONAL ETF TRUST
$976K
DEODIAGEO PLC
$973K
BBLUEA SERIES TRUST
$965K
VHTVANGUARD WORLD FD
$959K
PCEFINVESCO EXCH TRADED FD TR II
$956K
CRCCANADIAN NAT RES LTD
$954K
DDOMINION ENERGY INC
$950K
MODMODINE MFG CO
$945K
BXBLACKSTONE INC
$945K
XFEBFIRST TR EXCH TRADED FD III
$943K
FXHFIRST TR EXCHANGE TRADED FD
$940K
BNBROOKFIELD CORP
$939K
DIMWISDOMTREE TR
$937K
IHDGWISDOMTREE TR
$937K
VMBSVANGUARD SCOTTSDALE FDS
$936K
MGKVANGUARD WORLD FD
$929K
MLPXGLOBAL X FDS
$925K
FALNISHARES TR
$923K
HYEMVANECK ETF TRUST
$922K
VXUSVANGUARD STAR FDS
$917K
BBUSJ P MORGAN EXCHANGE TRADED F
$911K
BAMBROOKFIELD ASSET MANAGMT LTD
$910K
BLVVANGUARD BD INDEX FDS
$909K
PHPNGALECTIN THERAPEUTICS INC
$893K
SCHOSCHWAB STRATEGIC TR
$892K
NBTBNBT BANCORP INC
$885K
SRLNSSGA ACTIVE ETF TR
$880K
GOFGUGGENHEIM STRATEGIC OPPORTU
$879K
CPCANADIAN PACIFIC KANSAS CITY
$875K
TFLOISHARES TR
$872K
DFSDDIMENSIONAL ETF TRUST
$868K
KLACKLA CORP
$857K
ECLECOLAB INC
$857K
FTLSFIRST TR EXCH TRADED FD III
$854K
AWCAMERICAN WTR WKS CO INC NEW
$853K
TDVPROSHARES TR
$851K
LTBRLIGHTBRIDGE CORP
$850K
SHELSHELL PLC
$848K
PAYXPAYCHEX INC
$845K
GLGLOBE LIFE INC
$844K
EUDGWISDOMTREE TR
$843K
VRTXVERTEX PHARMACEUTICALS INC
$842K
CCOCAMECO CORP
$841K
WMWASTE MGMT INC DEL
$839K
ANGLVANECK ETF TRUST
$822K
FFORD MTR CO
$812K
NOWSERVICENOW INC
$811K
VTHRVANGUARD SCOTTSDALE FDS
$809K
ALABASTERA LABS INC
$807K
SCHBSCHWAB STRATEGIC TR
$805K
VCLTVANGUARD SCOTTSDALE FDS
$805K
QGROAMERICAN CENTY ETF TR
$796K
ARMARM HOLDINGS PLC
$791K
FLRNSPDR SER TR
$781K
EBAEBAY INC
$781K
ALSALLSTATE CORP
$774K
SNYSANOFI
$770K
GPCGENUINE PARTS CO
$765K
DONSPDR DOW JONES INDL AVERAGE
$763K
MPCMARATHON PETE CORP
$760K
PRUPRUDENTIAL FINL INC
$759K
SLVISHARES SILVER TR
$758K
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