Geneos Wealth Management Inc. Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$4.1B

Holdings

2,459

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,459 positions)

StockValue
BSCQINVESCO EXCH TRD SLF IDX FD
$5.0M
IAU*ISHARES GOLD TR
$5.0M
PYLDPIMCO ETF TR
$5.0M
JMSTJ P MORGAN EXCHANGE TRADED F
$4.9M
BMYBRISTOL MYERS SQUIBB CO
$4.9M
FRDMEA SERIES TRUST
$4.9M
BKRBAKER HUGHES COMPANY
$4.9M
CRMSALESFORCE INC
$4.8M
CWBSPDR SER TR
$4.8M
XLESELECT SECTOR SPDR TR
$4.8M
BNDXVANGUARD CHARLOTTE FDS
$4.8M
SLVISHARES SILVER TR
$4.7M
ADPAUTOMATIC DATA PROCESSING IN
$4.7M
XSMOINVESCO EXCHANGE TRADED FD T
$4.7M
FTCSFIRST TR EXCHANGE TRADED FD
$4.7M
SLYGSPDR SER TR
$4.6M
HBANHUNTINGTON BANCSHARES INC
$4.6M
WTVWISDOMTREE TR
$4.6M
ADBEADOBE INC
$4.6M
SRESEMPRA
$4.5M
PLDPROLOGIS INC
$4.5M
SLBSCHLUMBERGER LTD
$4.5M
IYWISHARES TR
$4.5M
APDAIR PRODS CHEMS INC
$4.5M
QQEWFIRST TR NAS100 EQ WEIGHTED
$4.5M
4I1PHILIP MORRIS INTL INC
$4.5M
IHIISHARES TR
$4.4M
GDXVANECK ETF TRUST
$4.4M
KLMNINVESCO EXCH TRADED FD TR II
$4.4M
SCHGSCHWAB STRATEGIC TR
$4.4M
SHESPDR SER TR
$4.4M
ORCLORACLE CORP
$4.3M
BSCRINVESCO EXCH TRD SLF IDX FD
$4.3M
VXFVANGUARD INDEX FDS
$4.3M
EFGISHARES TR
$4.1M
BKNGBOOKING HOLDINGS INC
$4.1M
QUALISHARES TR
$4.1M
PGXINVESCO EXCH TRADED FD TR II
$4.1M
CMICUMMINS INC
$4.0M
BONDPIMCO ETF TR
$4.0M
EQIXEQUINIX INC
$4.0M
VIGVANGUARD SPECIALIZED FUNDS
$4.0M
FVDFIRST TR VALUE LINE DIVID IN
$4.0M
BSCSINVESCO EXCH TRD SLF IDX FD
$3.9M
MCDMCDONALDS CORP
$3.9M
KDPKEURIG DR PEPPER INC
$3.9M
MTUMISHARES TR
$3.9M
BSCTINVESCO EXCH TRD SLF IDX FD
$3.9M
BSCUINVESCO EXCH TRD SLF IDX FD
$3.8M
RTXRTX CORPORATION
$3.8M
MDYVSPDR SER TR
$3.7M
OKEONEOK INC NEW
$3.7M
IEFISHARES TR
$3.7M
HCAHCA HEALTHCARE INC
$3.6M
MAMASTERCARD INCORPORATED
$3.6M
FADFIRST TR MULTI CAP GROWTH AL
$3.6M
NKENIKE INC
$3.5M
FLQMFRANKLIN TEMPLETON ETF TR
$3.5M
NFLXNETFLIX INC
$3.5M
VBRVANGUARD INDEX FDS
$3.4M
CSTKINVESCO ACTIVELY MANAGED EXC
$3.4M
SPYDSPDR SER TR
$3.4M
CSCOCISCO SYS INC
$3.4M
VLOVALERO ENERGY CORP
$3.4M
VNQVANGUARD INDEX FDS
$3.4M
IEIISHARES TR
$3.4M
RLYSSGA ACTIVE ETF TR
$3.3M
ESUMSTRATEGY SHS
$3.3M
TLTISHARES TR
$3.3M
XLYSELECT SECTOR SPDR TR
$3.3M
IWNISHARES TR
$3.3M
AQLTISHARES TR
$3.2M
GEGE AEROSPACE
$3.2M
TLHISHARES TR
$3.2M
MMM3M CO
$3.2M
QDPLPACER FDS TR
$3.2M
AGFIRST MAJESTIC SILVER CORP
$3.2M
ILDRFIRST TR EXCHNG TRADED FD VI
$3.1M
GCOWPACER FDS TR
$3.1M
CGGOCAPITAL GROUP GBL GROWTH EQT
$3.1M
IWRISHARES TR
$3.1M
SPHDINVESCO EXCH TRADED FD TR II
$3.1M
IYFISHARES TR
$3.1M
SCHDSCHWAB STRATEGIC TR
$3.1M
AMDADVANCED MICRO DEVICES INC
$3.1M
COPCONOCOPHILLIPS
$3.0M
FTSMFIRST TR EXCHANGE TRADED FD
$3.0M
VTVVANGUARD INDEX FDS
$3.0M
SPIBSPDR SER TR
$3.0M
QTECFIRST TR NASDAQ 100 TECH IND
$3.0M
AFMCFIRST TR EXCHNG TRADED FD VI
$3.0M
IJHISHARES TR
$3.0M
IWOISHARES TR
$3.0M
ZTSZOETIS INC
$2.9M
BSVVANGUARD BD INDEX FDS
$2.9M
BIBLNORTHERN LTS FD TR IV
$2.9M
TMOTHERMO FISHER SCIENTIFIC INC
$2.9M
AMATAPPLIED MATLS INC
$2.9M
KOCOCA COLA CO
$2.8M
LOWLOWES COS INC
$2.8M
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