Geneos Wealth Management Inc. Q1 2024 Filing

Filed May 3, 2024

Portfolio Value

$2.2T

Holdings

2,121

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (2,121 positions)

#StockSharesValue% PortfolioType
201
QEFASPDR INDEX SHS FDS
35,251$2.7B0.12%
202
CALFPACER FDS TR
54,438$2.7B0.12%
203
CBCHUBB LIMITED
10,179$2.6B0.12%
204
PHMPULTE GROUP INC
21,850$2.6B0.12%
205
GQ9SPDR GOLD TR
12,806$2.6B0.12%
206
MRKMERCK CO INC
19,956$2.6B0.12%
207
BKMCBNY MELLON ETF TRUST
26,453$2.6B0.12%
208
RCLROYAL CARIBBEAN GROUP
18,783$2.6B0.12%
209
SPYDSPDR SER TR
63,107$2.6B0.12%
210
EWGISHARES INC
80,427$2.6B0.12%
211
BNDXVANGUARD CHARLOTTE FDS
51,834$2.5B0.12%
212
TSMTAIWAN SEMICONDUCTOR MFG LTD
18,738$2.5B0.12%
213
SYLDCAMBRIA ETF TR
34,749$2.5B0.12%
214
HESHESS CORP
16,596$2.5B0.12%
215
EOGEOG RES INC
19,623$2.5B0.11%
216
IWNISHARES TR
15,632$2.5B0.11%
217
AVUSAMERICAN CENTY ETF TR
27,552$2.5B0.11%
218
NVSNNOVARTIS AG
25,426$2.5B0.11%
219
WFCWELLS FARGO CO NEW
41,699$2.4B0.11%
220
MINTPIMCO ETF TR
23,718$2.4B0.11%
221
ORCLORACLE CORP
18,828$2.4B0.11%
222
BSCPINVESCO EXCH TRD SLF IDX FD
115,623$2.4B0.11%
223
QUALISHARES TR
14,312$2.4B0.11%
224
FTNTFORTINET INC
34,378$2.3B0.11%
225
IYFISHARES TR
24,514$2.3B0.11%
226
TOTLSSGA ACTIVE ETF TR
57,427$2.3B0.11%
227
CSXCSX CORP
61,607$2.3B0.10%
228
KOCOCA COLA CO
37,226$2.3B0.10%
229
BSVVANGUARD BD INDEX FDS
29,360$2.3B0.10%
230
URIUNITED RENTALS INC
3,121$2.3B0.10%
231
VIGVANGUARD SPECIALIZED FUNDS
12,258$2.2B0.10%
232
MTUMISHARES TR
11,859$2.2B0.10%
233
DEEFDBX ETF TR
74,700$2.2B0.10%
234
IUSBISHARES TR
48,344$2.2B0.10%
235
SECTNORTHERN LTS FD TR IV
43,723$2.2B0.10%
236
XLRESELECT SECTOR SPDR TR
55,408$2.2B0.10%
237
QCOMQUALCOMM INC
12,872$2.2B0.10%
238
VBRVANGUARD INDEX FDS
11,158$2.1B0.10%
239
IUSVISHARES TR
23,425$2.1B0.10%
240
CSCOCISCO SYS INC
42,373$2.1B0.10%
241
DGROISHARES TR
36,347$2.1B0.10%
242
NVONOVO NORDISK A S
16,417$2.1B0.10%
243
IWOISHARES TR
7,771$2.1B0.10%
244
IBMINTERNATIONAL BUSINESS MACHS
10,845$2.1B0.09%
245
CRLCHARLES RIV LABS INTL INC
7,629$2.1B0.09%
246
FNDESCHWAB STRATEGIC TR
74,323$2.1B0.09%
247
HLIHOULIHAN LOKEY INC
16,067$2.1B0.09%
248
SCHHSCHWAB STRATEGIC TR
101,058$2.1B0.09%
249
IWSISHARES TR
16,304$2.0B0.09%
250
SWAVUSDSHOCKWAVE MED INC
6,228$2.0B0.09%
251
VNQVANGUARD INDEX FDS
23,349$2.0B0.09%
252
FSLRFIRST SOLAR INC
11,932$2.0B0.09%
253
BUFGFIRST TR EXCHNG TRADED FD VI
88,455$2.0B0.09%
254
LGOVFIRST TR EXCHANGE TRADED FD
93,130$2.0B0.09%
255
KLMNINVESCO EXCH TRADED FD TR II
42,944$2.0B0.09%
256
BSCQINVESCO EXCH TRD SLF IDX FD
103,153$2.0B0.09%
257
CMICUMMINS INC
6,685$2.0B0.09%
258
CYBRCYBERARK SOFTWARE LTD
7,345$2.0B0.09%
259
ABGAMERISOURCEBERGEN CORP
7,974$1.9B0.09%
260
RWRSPDR SER TR
20,542$1.9B0.09%
261
IWPISHARES TR
16,859$1.9B0.09%
262
TLHISHARES TR
18,293$1.9B0.09%
263
BSCSINVESCO EXCH TRD SLF IDX FD
95,635$1.9B0.09%
264
BUFTFIRST TR EXCHNG TRADED FD VI
89,708$1.9B0.09%
265
SBUXSTARBUCKS CORP
20,757$1.9B0.09%
266
FVDFIRST TR VALUE LINE DIVID IN
44,825$1.9B0.09%
267
NFLXNETFLIX INC
3,114$1.9B0.09%
268
BSCRINVESCO EXCH TRD SLF IDX FD
97,219$1.9B0.09%
269
SCHDSCHWAB STRATEGIC TR
22,526$1.8B0.08%
270
BUFFINNOVATOR ETFS TR
42,417$1.8B0.08%
271
TAT T INC
100,169$1.8B0.08%
272
TTDTHE TRADE DESK INC
20,095$1.8B0.08%
273
VFMOVANGUARD WELLINGTON FD
11,500$1.7B0.08%
274
PHBINVESCO EXCH TRADED FD TR II
94,776$1.7B0.08%
275
BIBLNORTHERN LTS FD TR IV
44,092$1.7B0.08%
276
NOBLPROSHARES TR
16,123$1.6B0.07%
277
RLYSSGA ACTIVE ETF TR
57,816$1.6B0.07%
278
LOWLOWES COS INC
6,314$1.6B0.07%
279
INTCINTEL CORP
36,350$1.6B0.07%
280
IGEISHARES TR
35,675$1.6B0.07%
281
KMXCARMAX INC
18,401$1.6B0.07%
282
DGRWWISDOMTREE TR
21,004$1.6B0.07%
283
SPIPSPDR SER TR
62,436$1.6B0.07%
284
KOMPSPDR SER TR
33,097$1.6B0.07%
285
SPXDDBX ETF TR
61,487$1.5B0.07%
286
BBINJ P MORGAN EXCHANGE TRADED F
25,166$1.5B0.07%
287
LVLNSPDR SER TR
29,903$1.5B0.07%
288
MIGAMICROSTRATEGY INC
874$1.5B0.07%
289
HXLHEXCEL CORP NEW
20,416$1.5B0.07%
290
FLQLFRANKLIN TEMPLETON ETF TR
27,482$1.5B0.07%
291
DLNWISDOMTREE TR
20,268$1.5B0.07%
292
INDAISHARES TR
28,162$1.5B0.07%
293
BOTZGLOBAL X FDS
45,442$1.4B0.07%
294
VTVVANGUARD INDEX FDS
8,860$1.4B0.07%
295
TMOTHERMO FISHER SCIENTIFIC INC
2,472$1.4B0.07%
296
SPHQINVESCO EXCHANGE TRADED FD T
23,686$1.4B0.07%
297
FDNFIRST TR EXCHANGE TRADED FD
6,977$1.4B0.07%
298
QWLDSPDR INDEX SHS FDS
11,909$1.4B0.07%
299
MSOSADVISORSHARES TR
141,504$1.4B0.06%
300
QTECFIRST TR NASDAQ 100 TECH IND
7,410$1.4B0.06%
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