Geneos Wealth Management Inc. Q2 2025 Filing

Filed August 18, 2025

Portfolio Value

$4.1T

Holdings

3,109

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (3,109 positions)

StockValue
LVLNSPDR SER TR
$197.7M
XBISPDR SER TR
$197.4M
IEURISHARES TR
$197.1M
8CWCROWN CASTLE INC
$196.9M
NOVMFIRST TR EXCHNG TRADED FD VI
$196.2M
VTVANGUARD INTL EQUITY INDEX F
$195.5M
ICOWPACER FDS TR
$194.8M
RPGINVESCO EXCHANGE TRADED FD T
$194.3M
OPPJWISDOMTREE TR
$193.8M
MGVVANGUARD WORLD FD
$193.4M
RFREGIONS FINANCIAL CORP NEW
$192.8M
PNWPINNACLE WEST CAP CORP
$191.6M
DKNGDRAFTKINGS INC NEW
$191.5M
SGDMSPROTT ETF TRUST
$191.4M
AAPRINNOVATOR ETFS TRUST
$190.9M
FASTFASTENAL CO
$188.2M
DOCUDOCUSIGN INC
$188.1M
ROKUROKU INC
$187.9M
XHLFBONDBLOXX ETF TRUST
$187.8M
XBOEXBLACKROCK ENHANCED GLOBAL DI
$187.8M
JFRNUVEEN FLOATING RATE INCOME
$187.5M
XJQCXNUVEEN CR STRATEGIES INCOME
$186.7M
ANETARISTA NETWORKS INC
$185.3M
BROSDUTCH BROS INC
$184.7M
NTRANATERA INC
$184.7M
PCARPACCAR INC
$184.4M
ADMARCHER DANIELS MIDLAND CO
$183.3M
IGICINTL GNRL INSURANCE HLDNGS L
$182.6M
RSPGINVESCO EXCHANGE TRADED FD T
$182.4M
ERIEERIE INDTY CO
$182.4M
AGNCAGNC INVT CORP
$182.3M
BIDUNBAIDU INC
$181.7M
GKDGRAND CANYON ED INC
$180.5M
TMTOYOTA MOTOR CORP
$178.8M
XBMEXBLACKROCK HEALTH SCIENCES TR
$178.6M
JMUBJ P MORGAN EXCHANGE TRADED F
$178.6M
CUKCARNIVAL PLC
$178.5M
CLIPGLOBAL X FDS
$178.2M
DOCHEALTHPEAK PROPERTIES INC
$177.7M
HERDPACER FDS TR
$177.7M
UPGDINVESCO EXCHANGE TRADED FD T
$177.4M
WRBBERKLEY W R CORP
$177.3M
DESWISDOMTREE TR
$176.6M
HTUSCAPITOL SER TR
$175.6M
IDLVINVESCO EXCH TRADED FD TR II
$175.5M
YUMYUM BRANDS INC
$175.0M
TRYBARINGS BDC INC
$175.0M
KXIISHARES TR
$174.2M
DIAXNUVEEN DOW 30 DYNMC OVERWRT
$173.6M
ICFISHARES TR
$171.9M
URTHISHARES INC
$171.5M
DHSWISDOMTREE TR
$171.1M
CDCVICTORY PORTFOLIOS II
$170.9M
LUNA INNOVATIONS INC
$170.5M
WYWEYERHAEUSER CO MTN BE
$170.3M
CPNGCOUPANG INC
$169.9M
SRVRPACER FDS TR
$169.5M
XONEBONDBLOXX ETF TRUST
$168.2M
S9QSPIRIT AEROSYSTEMS HLDGS INC
$167.3M
MEGINYLI CBRE GBL INFR MEGTRNDS
$167.1M
VALEVALE S A
$166.5M
SOFISOFI TECHNOLOGIES INC
$166.4M
FBNDFIDELITY MERRIMACK STR TR
$165.2M
SDOGALPS ETF TR
$163.9M
SMRNUSCALE PWR CORP
$163.0M
BTZBLACKROCK CR ALLOCATION INCO
$162.0M
IJJISHARES TR
$161.4M
STZCONSTELLATION BRANDS INC
$161.4M
ARTYISHARES TR
$161.0M
BLOKAMPLIFY ETF TR
$160.8M
MGMMGM RESORTS INTERNATIONAL
$160.5M
GAPRFIRST TR EXCHNG TRADED FD VI
$159.8M
GVIISHARES TR
$159.1M
BBMCJ P MORGAN EXCHANGE TRADED F
$158.8M
7HPHP INC
$158.8M
STTSTATE STR CORP
$158.4M
ILCVISHARES TR
$158.4M
IDV*ISHARES TR
$158.4M
EXPEEXPEDIA GROUP INC
$158.2M
RCREADY CAPITAL CORP
$157.9M
PRNINVESCO EXCHANGE TRADED FD T
$157.8M
APUETRUST FOR PROFESSIONAL MANAG
$157.8M
CMSCMS ENERGY CORP
$157.6M
DOCTFIRST TR EXCHNG TRADED FD VI
$157.6M
GMARFIRST TR EXCHNG TRADED FD VI
$157.6M
GHYPGIM GLOBAL HIGH YIELD FD FO
$157.2M
WBDWARNER BROS DISCOVERY INC
$157.0M
MCXMCCORMICK CO INC
$157.0M
XYLXYLEM INC
$156.3M
KYNKAYNE ANDERSON ENERGY INFRST
$155.6M
IJSISHARES TR
$155.3M
NEMNEWMONT CORP
$155.0M
LGOVFIRST TR EXCHANGE TRADED FD
$153.9M
DFAEDIMENSIONAL ETF TRUST
$153.9M
VKIINVESCO ADVANTAGE MUN INCOME
$153.8M
NOGNORTHERN OIL GAS INC
$152.8M
SCISERVICE CORP INTL
$152.1M
STLDSTEEL DYNAMICS INC
$151.9M
DLNGDYNAGAS LNG PARTNERS LP
$151.5M
UTFCOHEN STEERS INFRASTRUCTUR
$150.9M
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