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
SCHMSCHWAB STRATEGIC TR
$36K
USMFWISDOMTREE TR
$36K
RHPRYMAN HOSPITALITY PPTYS INC
$36K
DJTTRUMP MEDIA TECHNOLOGY GRO
$36K
NBIXNEUROCRINE BIOSCIENCES INC
$36K
EMNEASTMAN CHEM CO
$36K
DMLPDORCHESTER MINERALS LP
$35K
ABXBTRIMTABS ETF TR
$35K
MUSTCOLUMBIA ETF TR I
$35K
AWMSKYWORKS SOLUTIONS INC
$35K
ALVAUTOLIV INC
$35K
YOUCLEAR SECURE INC
$35K
COLDAMERICOLD REALTY TRUST INC
$35K
VNTVONTIER CORPORATION
$34K
LXPUSDLXP INDUSTRIAL TRUST
$34K
CPSCOOPER STD HLDGS INC
$34K
PSTGPURE STORAGE INC
$34K
PBRPETROLEO BRASILEIRO SA PETRO
$34K
REFICHICAGO ATLANTIC REAL ESTATE
$34K
TRNDPACER FDS TR
$34K
AFGAMERICAN FINL GROUP INC OHIO
$34K
CRBNISHARES TR
$34K
CA8ACACI INTL INC
$34K
HUNHUNTSMAN CORP
$34K
CWSTCASELLA WASTE SYS INC
$34K
AOKISHARES TR
$34K
STESTERIS PLC
$34K
CLHCLEAN HARBORS INC
$34K
PIOINVESCO EXCH TRADED FD TR II
$34K
ITDEISHARES TR
$34K
AIC3 AI INC
$34K
SKTTANGER INC
$34K
COKECOCA COLA CONS INC
$34K
CNPCENTERPOINT ENERGY INC
$34K
CALMCAL MAINE FOODS INC
$34K
MCRMFS CHARTER INCOME TR
$34K
DSLDOUBLELINE INCOME SOLUTIONS
$34K
TDSBEXCHANGE LISTED FDS TR
$34K
JGHNUVEEN GLOBAL HIGH INCOME FD
$34K
WCCWESCO INTL INC
$34K
RGCORGC RES INC
$33K
PTLOPORTILLOS INC
$33K
SLVMSYLVAMO CORP
$33K
XRLXFUNDX INVT TR
$33K
OPPRIVERNORTH DOUBLELINE STRATE
$33K
MVFBLACKROCK MUNIVEST FD INC
$33K
MDUMDU RES GROUP INC
$33K
PNRPENTAIR PLC
$33K
ODFLOLD DOMINION FREIGHT LINE IN
$33K
AEBAALLETE INC
$33K
BYDBOYD GAMING CORP
$33K
PXIINVESCO EXCHANGE TRADED FD T
$33K
UFPIUFP INDUSTRIES INC
$33K
BRSPBRIGHTSPIRE CAPITAL INC
$33K
RLRALPH LAUREN CORP
$32K
BWGBRANDYWINEGBL GBL INCM OPP F
$32K
WESWESTERN MIDSTREAM PARTNERS L
$32K
LIESUN LIFE FINANCIAL INC
$32K
USPHU S PHYSICAL THERAPY
$32K
DAPPVANECK ETF TRUST
$32K
FLEXFLEX LTD
$32K
ASNDASCENDIS PHARMA A S
$32K
XSHQINVESCO EXCH TRADED FD TR II
$32K
SNDRSCHNEIDER NATIONAL INC
$32K
ENFRALPS ETF TR
$31K
WSBCWESBANCO INC
$31K
UGIUGI CORP NEW
$31K
HDBHDFC BANK LTD
$31K
JHMMJOHN HANCOCK EXCHANGE TRADED
$31K
CRCRANE COMPANY
$31K
MGPIMGP INGREDIENTS INC NEW
$31K
XCHYXCALAMOS CONV HIGH INCOME F
$31K
ELSEQUITY LIFESTYLE PPTYS INC
$31K
KLICKULICKE SOFFA INDS INC
$31K
XMVMINVESCO EXCHANGE TRADED FD T
$31K
CGCVCAPITAL GROUP CONSERVATIVE E
$31K
TRMBTRIMBLE INC
$31K
APTVAPTIV PLC
$30K
FRPTFRESHPET INC
$30K
RXORXO INC
$30K
SCHCSCHWAB STRATEGIC TR
$30K
CSTMCONSTELLIUM SE
$30K
NSYNICE LTD
$30K
CHRCHURCHILL DOWNS INC
$30K
AGMFEDERAL AGRIC MTG CORP
$30K
COOCOOPER COS INC
$30K
HIMSHIMS HERS HEALTH INC
$30K
VMEO*VIMEO INC
$30K
EMQQEXCHANGE TRADED CONCEPTS TRU
$30K
MDBMONGODB INC
$30K
DHFBNY MELLON HIGH YIELD STRATE
$30K
PORPORTLAND GEN ELEC CO
$30K
DMAYFIRST TR EXCHNG TRADED FD VI
$30K
EWOISHARES INC
$30K
CAPLCROSSAMERICA PARTNERS LP
$29K
CLFCLEVELAND CLIFFS INC NEW
$29K
SDHYPGIM SHORT DUR HIG YLD OPP F
$29K
BGBUNGE GLOBAL SA
$29K
PTACOHEN STEERS TAX ADVAN PFD
$29K
FSVFIRSTSERVICE CORP NEW
$29K
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