Geneos Wealth Management Inc. Q2 2025 Filing

Filed August 18, 2025

Portfolio Value

$4.1B

Holdings

3,109

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (3,109 positions)

StockValue
ILDRFIRST TR EXCHNG TRADED FD VI
$150K
GNOVFIRST TR EXCHNG TRADED FD VI
$150K
XGDVXGABELLI DIVID INCOME TR
$150K
AFMCFIRST TR EXCHNG TRADED FD VI
$149K
IGLDFIRST TR EXCHANGE TRADED FD
$149K
SKYYFIRST TR EXCHANGE TRADED FD
$148K
RABROOKFIELD REAL ASSETS INCOM
$146K
HOMBHOME BANCSHARES INC
$146K
NEARISHARES U S ETF TR
$145K
NKSHNATIONAL BANKSHARES INC VA
$145K
EZUISHARES INC
$145K
FFOGFRANKLIN TEMPLETON ETF TR
$144K
HEWJISHARES TR
$143K
FNDXSCHWAB STRATEGIC TR
$143K
VCRVANGUARD WORLD FD
$143K
RSPRINVESCO EXCHANGE TRADED FD T
$143K
JSCPJ P MORGAN EXCHANGE TRADED F
$142K
QUSSPDR SER TR
$142K
ZZILLOW GROUP INC
$141K
HUMHUMANA INC
$140K
SWKSTANLEY BLACK DECKER INC
$140K
ITTITT INC
$139K
FLQSFRANKLIN TEMPLETON ETF TR
$138K
POWWAMMO INC
$138K
SHVISHARES TR
$138K
AUGMFIRST TR EXCHNG TRADED FD VI
$138K
RNRRENAISSANCERE HLDGS LTD
$138K
CGHMCAPITAL GRP FIXED INCM ETF T
$136K
FTCBFIRST TR EXCHANGE TRADED FD
$136K
LQDHISHARES U S ETF TR
$135K
ARANTERO RESOURCES CORP
$135K
SANBANCO SANTANDER S A
$135K
LOWVAB ACTIVE ETFS INC
$135K
DKSDICKS SPORTING GOODS INC
$134K
SMAYFIRST TR EXCHNG TRADED FD VI
$134K
RACEFERRARI N V
$133K
PG4PRINCIPAL FINANCIAL GROUP IN
$133K
NBISNEBIUS GROUP N V
$133K
SNNSMITH NEPHEW PLC
$132K
SONSONOCO PRODS CO
$132K
LONZPIMCO ETF TR
$132K
AORISHARES TR
$132K
VRIGINVESCO ACTIVELY MANAGED EXC
$132K
IRTRISHARES TR
$131K
ABXABACUS LIFE INC
$131K
FPFFIRST TR INTER DURATN PFD
$130K
CQPCHENIERE ENERGY PARTNERS LP
$130K
VFHVANGUARD WORLD FD
$130K
NCLHNORWEGIAN CRUISE LINE HLDG L
$129K
SNASNAP ON INC
$129K
CWISPDR INDEX SHS FDS
$129K
WWDWOODWARD INC
$129K
NCZVIRTUS CONVERTIBLE INC FD
$129K
XBXMXNUVEEN S P 500 BUY WRITE INC
$128K
JRSNUVEEN REAL ESTATE INCOME FD
$127K
RGLDROYAL GOLD INC
$126K
GDDYGODADDY INC
$126K
GAINGLADSTONE INVT CORP
$126K
RBLXROBLOX CORP
$126K
THGHANOVER INS GROUP INC
$126K
GNLGLOBAL NET LEASE INC
$124K
FNKFIRST TR EXCHANGE TRADED ALP
$124K
PTBDPACER FDS TR
$124K
BBVABANCO BILBAO VIZCAYA ARGENTA
$124K
PKWINVESCO EXCHANGE TRADED FD T
$124K
AMEAMETEK INC
$123K
ICSHISHARES TR
$123K
ESEVERSOURCE ENERGY
$123K
XJULFIRST TR EXCHNG TRADED FD VI
$123K
JRINUVEEN REAL ASSET INCOME G
$122K
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
$122K
JBLJABIL INC
$121K
EOIEATON VANCE ENHANCED EQUITY
$121K
ISCGISHARES TR
$120K
OMFONEMAIN HLDGS INC
$120K
PMARINNOVATOR ETFS TRUST
$120K
TIPISHARES TR
$120K
PINSPINTEREST INC
$120K
FNDASCHWAB STRATEGIC TR
$120K
RSRELIANCE INC
$119K
DTMDT MIDSTREAM INC
$119K
RPMRPM INTL INC
$119K
NPFDNUVEEN VRIABL RAT PFD INM
$119K
JXNJACKSON FINANCIAL INC
$118K
HTGCHERCULES CAPITAL INC
$118K
FXLFIRST TR EXCHANGE TRADED FD
$118K
ABFLTRIMTABS ETF TR
$118K
NECBNORTHEAST CMNTY BANCORP INC
$118K
GNRSPDR INDEX SHS FDS
$117K
UTGREAVES UTIL INCOME FD
$116K
ONON SEMICONDUCTOR CORP
$115K
CVNACARVANA CO
$115K
AALAMERICAN AIRLS GROUP INC
$115K
LVHILEGG MASON ETF INVT
$115K
WIWWESTERN AST INFL LKD OPP I
$114K
0J7QIAC INC
$114K
CTRACOTERRA ENERGY INC
$114K
QRVOQORVO INC
$114K
OVERBEYOND INC
$114K
PHGKONINKLIJKE PHILIPS N V
$114K
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