Geneos Wealth Management Inc. Q1 2025 Filing

Filed May 8, 2025

Portfolio Value

$4.0B

Holdings

3,071

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (3,071 positions)

StockValue
EDIVSPDR INDEX SHS FDS
$78K
TAXFAMERICAN CENTY ETF TR
$78K
UVSPUNIVEST FINANCIAL CORPORATIO
$78K
FTFRANKLIN UNVL TR
$78K
NTAPNETAPP INC
$78K
IYEISHARES TR
$78K
TAPMOLSON COORS BEVERAGE CO
$78K
FWONALIBERTY MEDIA CORP DEL
$77K
AXSAXIS CAP HLDGS LTD
$77K
GJANFIRST TR EXCHNG TRADED FD VI
$77K
WTRGESSENTIAL UTILS INC
$77K
SXISTANDEX INTL CORP
$77K
BGTBLACKROCK FLOATING RATE INC
$77K
SONSONOCO PRODS CO
$77K
FMDEFIDELITY COVINGTON TRUST
$77K
YUMCYUM CHINA HLDGS INC
$77K
JEFJEFFERIES FINL GROUP INC
$77K
LITGLOBAL X FDS
$76K
QQHNORTHERN LTS FD TR III
$76K
FSCSFIRST TR EXCHANGE TRADED FD
$76K
WENWENDYS CO
$76K
MCHPMICROCHIP TECHNOLOGY INC
$76K
MYDBLACKROCK MUNIYIELD FD INC
$75K
ABALLIANCEBERNSTEIN HLDG L P
$75K
TSAACI WORLDWIDE INC
$75K
MGAMAGNA INTL INC
$75K
ARESARES MANAGEMENT CORPORATION
$75K
MTARCELORMITTAL SA LUXEMBOURG
$75K
WLKPWESTLAKE CHEM PARTNERS LP
$75K
MEARISHARES U S ETF TR
$75K
PHBINVESCO EXCH TRADED FD TR II
$74K
UBSUBS GROUP AG
$74K
IRTRISHARES TR
$74K
AG8AGILENT TECHNOLOGIES INC
$74K
IBNDSPDR SER TR
$74K
PSCCINVESCO EXCH TRADED FD TR II
$74K
ELANELANCO ANIMAL HEALTH INC
$74K
CRUSCIRRUS LOGIC INC
$74K
WINGWINGSTOP INC
$74K
PBVPRESTIGE CONSMR HEALTHCARE I
$73K
FFEBFIRST TR EXCHNG TRADED FD VI
$73K
ROMOSTRATEGY SHS
$73K
GXOGXO LOGISTICS INCORPORATED
$73K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$73K
VNMVANECK ETF TRUST
$73K
NSPINSPERITY INC
$73K
ROLROLLINS INC
$73K
IDRVISHARES TR
$73K
IFFINTERNATIONAL FLAVORS FRAGRA
$72K
FBINFORTUNE BRANDS INNOVATIONS I
$72K
HIIHUNTINGTON INGALLS INDS INC
$72K
AAALCOA CORP
$72K
BSCWINVESCO EXCH TRD SLF IDX FD
$71K
GLRYNORTHERN LTS FD TR IV
$71K
KEYSKEYSIGHT TECHNOLOGIES INC
$71K
SLGSL GREEN RLTY CORP
$70K
FOXAFOX CORP
$70K
EMTLSSGA ACTIVE TR
$70K
BIDDBLACKROCK ETF TRUST
$70K
SHOOMADDEN STEVEN LTD
$70K
IMTBISHARES TR
$70K
RRYDER SYS INC
$70K
SCHRSCHWAB STRATEGIC TR
$70K
LRNSTRIDE INC
$69K
BKHBLACK HILLS CORP
$69K
DASXINVESTMENT MANAGERS SER TR I
$68K
MSCIMSCI INC
$68K
IFRAISHARES TR
$68K
AVYAVERY DENNISON CORP
$68K
CVNACARVANA CO
$68K
HMCHONDA MOTOR LTD
$68K
GLBEGLOBAL E ONLINE LTD
$68K
GUGGUGGENHEIM ACTIVE ALLOC FD
$68K
VRNAVERONA PHARMA PLC
$68K
LMATLEMAITRE VASCULAR INC
$68K
CPRTCOPART INC
$68K
EQHEQUITABLE HLDGS INC
$68K
ENQENTEGRIS INC
$68K
HOGHARLEY DAVIDSON INC
$67K
VGITVANGUARD SCOTTSDALE FDS
$67K
EXPIEXP WORLD HLDGS INC
$67K
POOLPOOL CORP
$67K
MYIBLACKROCK MUNIYIELD QUALITY
$67K
MISLFIRST TR EXCHANGE TRADED FD
$67K
BLESNORTHERN LTS FD TR IV
$67K
ABRARBOR REALTY TRUST INC
$67K
PKGPACKAGING CORP AMER
$67K
CMACOMERICA INC
$67K
ZMZOOM COMMUNICATIONS INC
$66K
EEMVISHARES INC
$66K
SCHISCHWAB STRATEGIC TR
$66K
MHDBLACKROCK MUNIHOLDINGS FD IN
$66K
TSCOTRACTOR SUPPLY CO
$66K
ONEYSPDR SER TR
$66K
WWJDNORTHERN LTS FD TR IV
$65K
PFMINVESCO EXCHANGE TRADED FD T
$65K
LGLVSPDR SER TR
$65K
UTHUNITED THERAPEUTICS CORP DEL
$65K
BNSBANK NOVA SCOTIA HALIFAX
$65K
RBRKRUBRIK INC
$65K
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