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
BTCGRAYSCALE BITCOIN MINI TR ET
$757K
IUSGISHARES TR
$756K
BSJPINVESCO EXCH TRD SLF IDX FD
$752K
AIRRFIRST TR EXCHANGE TRADED FD
$744K
XLISELECT SECTOR SPDR TR
$742K
VEEVVEEVA SYS INC
$736K
SNPSSYNOPSYS INC
$730K
DFNLDAVIS FUNDAMENTAL ETF TR
$724K
DWASINVESCO EXCH TRADED FD TR II
$712K
FTGSFIRST TR EXCHANGE TRADED FD
$711K
IYHISHARES TR
$709K
SEASEABRIDGE GOLD INC
$709K
HELOJ P MORGAN EXCHANGE TRADED F
$709K
CMGCHIPOTLE MEXICAN GRILL INC
$705K
MCMOELIS CO
$704K
FLQLFRANKLIN TEMPLETON ETF TR
$704K
CINFCINCINNATI FINL CORP
$701K
RWJINVESCO EXCH TRADED FD TR II
$700K
CITHE CIGNA GROUP
$699K
SJNKSPDR SER TR
$688K
COWGPACER FDS TR
$687K
SPLBSPDR SER TR
$680K
EUFNISHARES TR
$679K
BBAGJ P MORGAN EXCHANGE TRADED F
$678K
FMAYFIRST TR EXCHNG TRADED FD VI
$673K
PDPINVESCO EXCHANGE TRADED FD T
$668K
HEDJWISDOMTREE TR
$668K
MDLZMONDELEZ INTL INC
$668K
IMCGISHARES TR
$665K
COMDIREXION SHS ETF TR
$663K
MARMARRIOTT INTL INC NEW
$655K
GISGENERAL MLS INC
$655K
RCLROYAL CARIBBEAN GROUP
$654K
TBUXT ROWE PRICE ETF INC
$652K
SHOPSHOPIFY INC
$647K
TTENTOTALENERGIES SE
$646K
GBDCGOLUB CAP BDC INC
$645K
TDIVFIRST TR EXCHANGE TRADED FD
$643K
COINCOINBASE GLOBAL INC
$642K
FMBFIRST TR EXCH TRADED FD III
$640K
BSCWINVESCO EXCH TRD SLF IDX FD
$638K
GMAYFIRST TR EXCHNG TRADED FD VI
$636K
NLRVANECK ETF TRUST
$636K
ARKKARK ETF TR
$630K
SMBKSMARTFINANCIAL INC
$629K
SEISSEI EXCHANGE TRADED FUNDS
$627K
EWEDWARDS LIFESCIENCES CORP
$621K
TEVATEVA PHARMACEUTICAL INDS LTD
$618K
DFGXDIMENSIONAL ETF TRUST
$618K
STXSEAGATE TECHNOLOGY HLDNGS PL
$618K
XSOEWISDOMTREE TR
$617K
BKLNINVESCO EXCH TRADED FD TR II
$613K
KMBKIMBERLY CLARK CORP
$611K
IVTINVENTRUST PPTYS CORP
$611K
CGMSCAPITAL GRP FIXED INCM ETF T
$610K
SMCISUPER MICRO COMPUTER INC
$608K
FXOFIRST TR EXCHANGE TRADED FD
$603K
NXPINXP SEMICONDUCTORS N V
$602K
VCITVANGUARD SCOTTSDALE FDS
$601K
SEEMSEI EXCHANGE TRADED FUNDS
$593K
BDXBECTON DICKINSON CO
$592K
CVSCVS HEALTH CORP
$590K
IQLTISHARES TR
$588K
SPOTSPOTIFY TECHNOLOGY S A
$585K
IRTINDEPENDENCE RLTY TR INC
$583K
GNTXGENTEX CORP
$582K
XAODXABRDN TOTAL DYNAMIC DIVIDEND
$578K
NFGNATIONAL FUEL GAS CO
$575K
BSCVINVESCO EXCH TRD SLF IDX FD
$574K
BABAALIBABA GROUP HLDG LTD
$574K
FLOTISHARES TR
$572K
HYHGPROSHARES TR
$567K
REGLPROSHARES TR
$562K
FNVFRANCO NEV CORP
$556K
ESGVVANGUARD WORLD FD
$554K
FLCBFRANKLIN TEMPLETON ETF TR
$551K
PDBCINVESCO ACTVELY MNGD ETC FD
$550K
AIQGLOBAL X FDS
$550K
IXCISHARES TR
$550K
RYROYAL BK CDA
$548K
QDFFLEXSHARES TR
$545K
CLCOLGATE PALMOLIVE CO
$545K
ROPROPER TECHNOLOGIES INC
$543K
AVUVAMERICAN CENTY ETF TR
$541K
AMTAMERICAN TOWER CORP NEW
$540K
HALOHALOZYME THERAPEUTICS INC
$540K
BBJPJ P MORGAN EXCHANGE TRADED F
$536K
FLXRTCW ETF TRUST
$535K
DSIISHARES TR
$532K
CCLCARNIVAL CORP
$529K
SAPSAP SE
$528K
BCCCGLOBAL X FDS
$526K
ZJULINNOVATOR ETFS TRUST
$526K
NFJVIRTUS DIVIDEND INTEREST P
$524K
GLDMWORLD GOLD TR
$523K
IWBISHARES TR
$518K
ICLNISHARES TR
$518K
SMDVPROSHARES TR
$518K
FCXFREEPORT MCMORAN INC
$517K
XYZBLOCK INC
$517K
PreviousPage 7 of 32Next