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
BGTBLACKROCK FLOATING RATE INC
$48K
MORNMORNINGSTAR INC
$47K
FPFFIRST TR EXCH TRD ALPHDX FD
$47K
MTARCELORMITTAL SA LUXEMBOURG
$47K
WSTWEST PHARMACEUTICAL SVSC INC
$47K
VNMVANECK ETF TRUST
$47K
LGCFTHEMES ETF TR
$47K
GUGGUGGENHEIM ACTIVE ALLOC FD
$47K
EWZSISHARES TR
$47K
EQHEQUITABLE HLDGS INC
$47K
RIGSALPS ETF TR
$47K
THCTENET HEALTHCARE CORP
$46K
MDBMONGODB INC
$46K
FNCLFIDELITY COVINGTON TRUST
$46K
CPERUNITED STS COMMODITY INDEX F
$46K
IXORIX CORP
$46K
LPLALPL FINL HLDGS INC
$46K
BSTZBLACKROCK SCIENCE TECHNOLO
$46K
PBVPRESTIGE CONSMR HEALTHCARE I
$46K
FOXAFOX CORP
$46K
YOUCLEAR SECURE INC
$46K
LMATLEMAITRE VASCULAR INC
$46K
FT2FIRST HORIZON CORPORATION
$46K
ANAUTONATION INC
$46K
EWUISHARES TR
$46K
CHCOCITY HLDG CO
$46K
FXUFIRST TR EXCHANGE TRADED FD
$46K
PSTGPURE STORAGE INC
$46K
CARECARTER BANKSHARES INC
$46K
CATHGLOBAL X FDS
$45K
CA8ACACI INTL INC
$45K
JSMLJANUS DETROIT STR TR
$45K
NVGNUVEEN AMT FREE MUN CR INC F
$45K
MNSTMONSTER BEVERAGE CORP NEW
$45K
HQHABRDN HEALTHCARE INVESTORS
$45K
DAPRFIRST TR EXCHNG TRADED FD VI
$45K
CCKCROWN HLDGS INC
$45K
EXEELEXPAND ENERGY CORPORATION
$45K
CRLCHARLES RIV LABS INTL INC
$44K
CVECENOVUS ENERGY INC
$44K
PSFFPACER FDS TR
$44K
TWTRADEWEB MKTS INC
$44K
FJULFIRST TR EXCHNG TRADED FD VI
$44K
EMXCISHARES INC
$44K
KEYKEYCORP
$44K
VPLVANGUARD INTL EQUITY INDEX F
$44K
RRYDER SYS INC
$44K
URBNURBAN OUTFITTERS INC
$44K
HLNEHAMILTON LANE INC
$43K
QQQJINVESCO EXCH TRADED FD TR II
$43K
FDRRFIDELITY COVINGTON TRUST
$43K
RRXREGAL REXNORD CORPORATION
$43K
FEMSFIRST TR EXCH TRD ALPHDX FD
$43K
VGLTVANGUARD SCOTTSDALE FDS
$43K
GOODGLADSTONE COMMERCIAL CORP
$43K
BFAMBRIGHT HORIZONS FAM SOL IN D
$43K
HPIHANCOCK JOHN PFD INCOME FD
$43K
NTRNUTRIEN LTD
$43K
IVOVVANGUARD ADMIRAL FDS INC
$43K
USMFWISDOMTREE TR
$43K
EOSEATON VANCE ENHANCED EQUITY
$43K
XFEBFIRST TR EXCHNG TRADED FD VI
$43K
CSWCCAPITAL SOUTHWEST CORP
$43K
LEALEAR CORP
$43K
LZBLA Z BOY INC
$42K
EPREPR PPTYS
$42K
GGGGRACO INC
$42K
AGCOAGCO CORP
$42K
QQQEDIREXION SHS ETF TR
$42K
NWBINORTHWEST BANCSHARES INC MD
$42K
ITDEISHARES TR
$42K
GJANFIRST TR EXCHNG TRADED FD VI
$42K
CSGSCSG SYS INTL INC
$42K
WCCWESCO INTL INC
$42K
AMCRAMCOR PLC
$42K
THYNORTHERN LIGHTS FD TR
$42K
STESTERIS PLC
$42K
UTHUNITED THERAPEUTICS CORP DEL
$42K
IDRVISHARES TR
$42K
JPREJ P MORGAN EXCHANGE TRADED F
$42K
LITGLOBAL X FDS
$42K
FCGFIRST TR EXCHANGE TRADED FD
$42K
TSLXSIXTH STREET SPECIALTY LENDI
$42K
SCHMSCHWAB STRATEGIC TR
$41K
OEFISHARES TR
$41K
PHOINVESCO EXCHANGE TRADED FD T
$41K
CMACOMERICA INC
$41K
CHRWC H ROBINSON WORLDWIDE INC
$41K
ARGTGLOBAL X FDS
$41K
EPSWISDOMTREE TR
$41K
FLOFLOWERS FOODS INC
$41K
PNIPIMCO NEW YORK MUN INCOME FD
$41K
VONEVANGUARD SCOTTSDALE FDS
$41K
TMEDT ROWE PRICE ETF INC
$41K
DBDEUTSCHE BANK A G
$40K
WABWABTEC
$40K
AWMSKYWORKS SOLUTIONS INC
$40K
QC10FLAGSTAR FINANCIAL INC
$40K
TSAACI WORLDWIDE INC
$40K
FTXOFIRST TR EXCHANGE TRADED FD
$40K
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