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
WOPWOODSIDE ENERGY GROUP LTD
$44K
GTLSCHART INDS INC
$43K
VPLVANGUARD INTL EQUITY INDEX F
$43K
JPREJ P MORGAN EXCHANGE TRADED F
$43K
TRGPTARGA RES CORP
$43K
CNSCOHEN STEERS INC
$43K
CSWCCAPITAL SOUTHWEST CORP
$43K
TRNOTERRENO RLTY CORP
$43K
COLBCOLUMBIA BKG SYS INC
$43K
RDDTREDDIT INC
$43K
IXORIX CORP
$43K
CARECARTER BANKSHARES INC
$42K
AKXANSYS INC
$42K
DEEDFIRST TR EXCHNG TRADED FD VI
$42K
VRSNVERISIGN INC
$42K
PRPERMIAN RESOURCES CORP
$42K
CPKCHESAPEAKE UTILS CORP
$42K
CPBTHE CAMPBELLS COMPANY
$42K
XAWPXABRDN GLOBAL PREMIER PPTYS F
$42K
CSGSCSG SYS INTL INC
$42K
FLHYFRANKLIN TEMPLETON ETF TR
$41K
SFMSPROUTS FMRS MKT INC
$41K
SYFSYNCHRONY FINANCIAL
$41K
PEOADAM NAT RES FD INC
$41K
IVOVVANGUARD ADMIRAL FDS INC
$41K
QQQJINVESCO EXCH TRADED FD TR II
$41K
ESGEISHARES INC
$41K
MDIVFIRST TR EXCHANGE TRADED FD
$41K
CHCOCITY HLDG CO
$41K
QCLNFIRST TR EXCHANGE TRADED FD
$41K
KSAISHARES TR
$41K
VALEVALE S A
$41K
PDOPIMCO DYNAMIC INCOME OPRNTS
$41K
JULMFIRST TR EXCHNG TRADED FD VI
$41K
ILMNILLUMINA INC
$41K
PWIPOWER INTEGRATIONS INC
$41K
WTMWHITE MTNS INS GROUP LTD
$40K
HOPEHOPE BANCORP INC
$40K
BMEZBLACKROCK HEALTH SCIENCES TE
$40K
VGLTVANGUARD SCOTTSDALE FDS
$40K
FPWRFIRST TR EXCHANGE TRADED FD
$40K
FDRRFIDELITY COVINGTON TRUST
$40K
ALBALBEMARLE CORP
$40K
BSTZBLACKROCK SCIENCE TECHNOLO
$40K
LTCLTC PPTYS INC
$40K
FEMSFIRST TR EXCH TRD ALPHDX FD
$40K
XFEBFIRST TR EXCHNG TRADED FD VI
$40K
NSANATIONAL STORAGE AFFILIATES
$40K
PPLTABRDN PLATINUM ETF TRUST
$39K
VFLOVICTORY PORTFOLIOS II
$39K
NGVTINGEVITY CORP
$39K
WF2WINTRUST FINL CORP
$39K
RRXREGAL REXNORD CORPORATION
$39K
DOCSDOXIMITY INC
$39K
TDSCEXCHANGE LISTED FDS TR
$39K
DAUGFIRST TR EXCHNG TRADED FD VI
$39K
FDDFIRST TR STOXX EUROPEAN SELE
$39K
FTVFORTIVE CORP
$38K
NWBINORTHWEST BANCSHARES INC MD
$38K
PWRDTCW ETF TRUST
$38K
KOFCOCA COLA FEMSA SAB DE CV
$38K
EENI S P A
$38K
EMXCISHARES INC
$38K
AESIATLAS ENERGY SOLUTIONS INC
$38K
PHOINVESCO EXCHANGE TRADED FD T
$38K
RDNRADIAN GROUP INC
$38K
CATHGLOBAL X FDS
$38K
VVRINVESCO SR INCOME TR
$38K
SLMSLM CORP
$38K
LEALEAR CORP
$38K
MOSMOSAIC CO NEW
$37K
APLDAPPLIED DIGITAL CORP
$37K
EMBJEMBRAER S A
$37K
QQQEDIREXION SHS ETF TR
$37K
PXHINVESCO EXCH TRADED FD TR II
$37K
KKRKKR CO INC
$37K
ULSTSSGA ACTIVE ETF TR
$37K
APAAPA CORPORATION
$37K
KREFKKR REAL ESTATE FIN TR INC
$37K
EPREPR PPTYS
$37K
EFIVSPDR SER TR
$37K
OI*O I GLASS INC
$37K
EOSEATON VANCE ENHANCED EQUITY
$37K
PRGOPERRIGO CO PLC
$37K
EIMEATON VANCE MUN BD FD
$37K
OEFISHARES TR
$37K
AOMISHARES TR
$37K
FTXOFIRST TR EXCHANGE TRADED FD
$37K
VONEVANGUARD SCOTTSDALE FDS
$37K
FAPRFIRST TR EXCHNG TRADED FD VI
$37K
NTRNUTRIEN LTD
$37K
BIPCBROOKFIELD INFRASTRUCTURE CO
$37K
EAGGISHARES TR
$37K
AWIARMSTRONG WORLD INDS INC NEW
$36K
CGNXCOGNEX CORP
$36K
RVTROYCE SMALL CAP TRUST INC
$36K
EXPDEXPEDITORS INTL WASH INC
$36K
TPCTUTOR PERINI CORP
$36K
PSMTPRICESMART INC
$36K
UNFUNIFIRST CORP MASS
$36K
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