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
CBUCOMMUNITY FINANCIAL SYSTEM I
$57K
RQICOHEN STEERS QUALITY INCOM
$57K
OVVOVINTIV INC
$56K
FXAINVESCO CURRENCYSHARES AUSTR
$56K
ARWARROW ELECTRS INC
$56K
TCAFT ROWE PRICE ETF INC
$56K
PTCPTC INC
$56K
ALAIR LEASE CORP
$56K
MUSAMURPHY USA INC
$56K
NDAQNASDAQ INC
$56K
VMIVALMONT INDS INC
$56K
GSLCGOLDMAN SACHS ETF TR
$55K
NPCTNUVEEN CORE PLUS IMPACT FUND
$55K
INCYINCYTE CORP
$55K
EXPIEXP WORLD HLDGS INC
$55K
TBILRBB FD INC
$55K
EAELECTRONIC ARTS INC
$55K
PEOADAM NAT RES FD INC
$55K
FSIGFIRST TR EXCHANGE TRADED FD
$55K
ABLGTRIMTABS ETF TR
$55K
ISMDNORTHERN LTS FD TR IV
$55K
VMCVULCAN MATLS CO
$55K
ABRARBOR REALTY TRUST INC
$54K
VOXVANGUARD WORLD FD
$54K
PPLPEMBINA PIPELINE CORP
$54K
TAPMOLSON COORS BEVERAGE CO
$54K
HIWHIGHWOODS PPTYS INC
$54K
ONEQFIDELITY COMWLTH TR
$54K
AFBALLIANCEBERNSTEIN NATL MUN I
$54K
AMXAMERICA MOVIL SAB DE CV
$54K
FFIVF5 INC
$54K
WCNWASTE CONNECTIONS INC
$54K
GTLSCHART INDS INC
$53K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$53K
FYBRFRONTIER COMMUNICATIONS PARE
$53K
BUSEFIRST BUSEY CORP
$53K
BCBRUNSWICK CORP
$53K
CCIVGBPLUCID GROUP INC
$53K
ESGEISHARES INC
$53K
ROLROLLINS INC
$53K
MOSMOSAIC CO NEW
$53K
AMANTERO MIDSTREAM CORP
$53K
SXISTANDEX INTL CORP
$53K
MSCIMSCI INC
$52K
FDSFACTSET RESH SYS INC
$52K
IHEISHARES TR
$52K
HXLHEXCEL CORP NEW
$52K
FXCINVESCO CURRENCYSHARES CDN D
$52K
NWNNORTHWEST NAT HLDG CO
$52K
DFUVDIMENSIONAL ETF TRUST
$52K
NUENUCOR CORP
$52K
HIIHUNTINGTON INGALLS INDS INC
$52K
WDAYWORKDAY INC
$52K
TTEKTETRA TECH INC NEW
$52K
HIMSHIMS HERS HEALTH INC
$51K
CLOUGLOBAL X FDS
$51K
MHDBLACKROCK MUNIHOLDINGS FD IN
$51K
PEYINVESCO EXCHANGE TRADED FD T
$51K
FABFIRST TR MULTI CP VAL ALPHA
$51K
MMTMFS MULTIMARKET INCOME TR
$51K
VOYAVOYA FINANCIAL INC
$51K
ECATBLACKROCK ESG CAP ALLC TERM
$51K
DDLSWISDOMTREE TR
$51K
HEIHEICO CORP NEW
$51K
OZKBANK OZK LITTLE ROCK ARK
$50K
RLTYCOHEN STEERS REAL ESTATE O
$50K
SMFGSUMITOMO MITSUI FINL GROUP I
$50K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$50K
DOCNDIGITALOCEAN HLDGS INC
$50K
CRUSCIRRUS LOGIC INC
$50K
BUFFINNOVATOR ETFS TRUST
$50K
MGYMAGNOLIA OIL GAS CORP
$50K
HIXWESTERN ASSET HIGH INCOM FD
$49K
WTWWILLIS TOWERS WATSON PLC LTD
$49K
XHBSPDR SER TR
$49K
MYDBLACKROCK MUNIYIELD FD INC
$49K
SPHSUBURBAN PROPANE PARTNERS L
$49K
LRNSTRIDE INC
$49K
SCHRSCHWAB STRATEGIC TR
$49K
IBNDSPDR SER TR
$49K
CHECHEMED CORP NEW
$49K
KAPRINNOVATOR ETFS TRUST
$49K
GELGENESIS ENERGY L P
$49K
ATMUATMUS FILTRATION TECHNOLOGIE
$49K
JPUSJ P MORGAN EXCHANGE TRADED F
$48K
NGGNATIONAL GRID PLC
$48K
BYDBOYD GAMING CORP
$48K
XSDSPDR SER TR
$48K
NYTNEW YORK TIMES CO
$48K
MTGMGIC INVT CORP WIS
$48K
FLHYFRANKLIN TEMPLETON ETF TR
$48K
BTXBLACKROCK INNOVATION AND GRW
$48K
HLNHALEON PLC
$48K
UBSUBS GROUP AG
$48K
SEICSEI INVTS CO
$48K
DBPINVESCO DB MULTI SECTOR COMM
$48K
SYFSYNCHRONY FINANCIAL
$48K
BGTBLACKROCK FLOATING RATE INC
$48K
MORNMORNINGSTAR INC
$47K
FPFFIRST TR EXCH TRD ALPHDX FD
$47K
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