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
NDAQNASDAQ INC
$54K
HPIHANCOCK JOHN PFD INCOME FD
$54K
INCOCOLUMBIA ETF TR II
$54K
WSTWEST PHARMACEUTICAL SVSC INC
$54K
AVKADVENT CONV INCOME FD
$53K
WDAYWORKDAY INC
$53K
FTXRFIRST TR EXCHANGE TRADED FD
$53K
BAXBAXTER INTL INC
$53K
HIOWESTERN ASSET HIGH INCOME OP
$53K
AZTAAZENTA INC
$53K
WHWYNDHAM HOTELS RESORTS INC
$53K
SBACSBA COMMUNICATIONS CORP NEW
$53K
FETHFIDELITY ETHEREUM FD
$53K
DWXSPDR INDEX SHS FDS
$53K
MMTMFS MULTIMARKET INCOME TR
$53K
ITCIEURINTRA CELLULAR THERAPIES INC
$53K
OGNORGANON CO
$52K
FSLYFASTLY INC
$52K
DAPRFIRST TR EXCHNG TRADED FD VI
$52K
BUSEFIRST BUSEY CORP
$52K
LKQ1LKQ CORP
$51K
EVXVANECK ETF TRUST
$51K
TEAMATLASSIAN CORPORATION
$51K
XOPSPDR SER TR
$51K
PNFPPINNACLE FINL PARTNERS INC
$51K
HURNHURON CONSULTING GROUP INC
$51K
BCBRUNSWICK CORP
$51K
TUASIMPLIFY EXCHANGE TRADED FUN
$50K
DJANFIRST TR EXCHNG TRADED FD VI
$50K
ECATBLACKROCK ESG CAP ALLC TERM
$50K
EMGFISHARES INC
$50K
FDSFACTSET RESH SYS INC
$50K
ALTALTIMMUNE INC
$50K
ABLGTRIMTABS ETF TR
$50K
FABFIRST TR MULTI CP VAL ALPHA
$50K
WABWABTEC
$50K
ATMUATMUS FILTRATION TECHNOLOGIE
$50K
DLTRDOLLAR TREE INC
$50K
GRIDFIRST TR EXCHANGE TRADED FD
$50K
PLNTPLANET FITNESS INC
$49K
FXCINVESCO CURRENCYSHARES CDN D
$49K
BCATBLACKROCK CAP ALLOCATION TER
$49K
NUENUCOR CORP
$49K
QC10FLAGSTAR FINANCIAL INC
$49K
MPTMEDICAL PPTYS TRUST INC
$49K
EWUISHARES TR
$49K
NPCTNUVEEN CORE PLUS IMPACT FUND
$49K
CHRWC H ROBINSON WORLDWIDE INC
$49K
EXLSEXLSERVICE HOLDINGS INC
$48K
XHBSPDR SER TR
$48K
NYTNEW YORK TIMES CO
$48K
PFFDGLOBAL X FDS
$48K
CPAYCORPAY INC
$48K
WFC 7.5 PERP LWELLS FARGO CO NEW
$48K
AGCOAGCO CORP
$48K
THYNORTHERN LIGHTS FD TR
$48K
CHTRCHARTER COMMUNICATIONS INC N
$48K
ANAUTONATION INC
$48K
KEYKEYCORP
$47K
JPUSJ P MORGAN EXCHANGE TRADED F
$47K
PIPRPIPER SANDLER COMPANIES
$47K
GGGGRACO INC
$47K
KDKYNDRYL HLDGS INC
$47K
WYNNWYNN RESORTS LTD
$47K
BBWIBATH BODY WORKS INC
$47K
MARAMARA HOLDINGS INC
$46K
CRLCHARLES RIV LABS INTL INC
$46K
KAPRINNOVATOR ETFS TRUST
$46K
WIXWIX COM LTD
$46K
RIGSALPS ETF TR
$46K
ASHASHLAND INC
$46K
CLOUGLOBAL X FDS
$46K
FTXNFIRST TR EXCHANGE TRADED FD
$46K
LGCFTHEMES ETF TR
$46K
EAELECTRONIC ARTS INC
$46K
MEDPMEDPACE HLDGS INC
$46K
BTXBLACKROCK INNOVATION AND GRW
$46K
FNCLFIDELITY COVINGTON TRUST
$46K
ON1OLD NATL BANCORP IND
$46K
ASGIABRDN GLOBAL INFRA INCOME FU
$45K
CNXCCONCENTRIX CORP
$45K
CGWINVESCO EXCH TRADED FD TR II
$45K
DDLSWISDOMTREE TR
$45K
ASXASE TECHNOLOGY HLDG CO LTD
$45K
CBSHCOMMERCE BANCSHARES INC
$45K
GOODGLADSTONE COMMERCIAL CORP
$45K
TERTERADYNE INC
$45K
HYDBISHARES TR
$45K
GGENPACT LIMITED
$45K
TSLXSIXTH STREET SPECIALTY LENDI
$45K
SPDR INDEX SHS FDS
$45K
LZBLA Z BOY INC
$45K
PVHPVH CORPORATION
$44K
RYAAYRYANAIR HOLDINGS PLC
$44K
HQYHEALTHEQUITY INC
$44K
DTMDT MIDSTREAM INC
$44K
FXUFIRST TR EXCHANGE TRADED FD
$44K
EMHYISHARES INC
$44K
FMCFMC CORP
$44K
PNIPIMCO NEW YORK MUN INCOME FD
$44K
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