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
BALLBALL CORP
$40K
CSTMCONSTELLIUM SE
$40K
MDIVFIRST TR EXCHANGE TRADED FD
$40K
SBACSBA COMMUNICATIONS CORP NEW
$40K
CAGCONAGRA BRANDS INC
$40K
OLEDUNIVERSAL DISPLAY CORP
$40K
IFRAISHARES TR
$40K
WYNNWYNN RESORTS LTD
$39K
FFEBFIRST TR EXCHNG TRADED FD VI
$39K
NBXGNEUBERGER BERMAN NEXT GENERA
$39K
RLRALPH LAUREN CORP
$39K
CBTCABOT CORP
$39K
MLCOMELCO RESORTS AND ENTMNT LTD
$39K
CPSCOOPER STD HLDGS INC
$39K
ALTALTIMMUNE INC
$39K
SPDR INDEX SHS FDS
$39K
VMOINVESCO MUN OPPORTUNITY TR
$39K
TGRWT ROWE PRICE ETF INC
$39K
VVRINVESCO SR INCOME TR
$38K
LSTRLANDSTAR SYS INC
$38K
FAPRFIRST TR EXCHNG TRADED FD VI
$38K
CUBECUBESMART
$38K
BNSBANK NOVA SCOTIA HALIFAX
$38K
PFFAETFIS SER TR I
$38K
IMTBISHARES TR
$38K
DEEFDBX ETF TR
$37K
JAZZJAZZ PHARMACEUTICALS PLC
$37K
BURLBURLINGTON STORES INC
$37K
BPOPPOPULAR INC
$37K
EVXVANECK ETF TRUST
$37K
PKGPACKAGING CORP AMER
$37K
ATRCATRICURE INC
$37K
GROYGOLD ROYALTY CORP
$37K
USFDUS FOODS HLDG CORP
$37K
SUSUNCOR ENERGY INC NEW
$37K
TEAMATLASSIAN CORPORATION
$37K
PSMTPRICESMART INC
$37K
VGITVANGUARD SCOTTSDALE FDS
$37K
DBXDROPBOX INC
$36K
ABXBTRIMTABS ETF TR
$36K
AIZASSURANT INC
$36K
NGVTINGEVITY CORP
$36K
TRMBTRIMBLE INC
$36K
ACHRARCHER AVIATION INC
$36K
VFMOVANGUARD WELLINGTON FD
$36K
RGCORGC RES INC
$36K
RHPRYMAN HOSPITALITY PPTYS INC
$36K
FIVEFIVE BELOW INC
$36K
EIMEATON VANCE MUN BD FD
$36K
LTCLTC PPTYS INC
$36K
FSVFIRSTSERVICE CORP NEW
$35K
XRLXFUNDX INVT TR
$35K
FTITECHNIPFMC PLC
$35K
AOKISHARES TR
$35K
MUSTCOLUMBIA ETF TR I
$35K
FLEXFLEX LTD
$35K
MOOVANECK ETF TRUST
$35K
ETJEATON VANCE RISK MANAGED DIV
$35K
AVYAVERY DENNISON CORP
$35K
BKNBLACKROCK INVT QUALITY MUN T
$35K
VRSNVERISIGN INC
$35K
CNXCCONCENTRIX CORP
$35K
ON1OLD NATL BANCORP IND
$35K
EAGGISHARES TR
$35K
FDPFRESH DEL MONTE PRODUCE INC
$35K
BSYBENTLEY SYS INC
$34K
DAUGFIRST TR EXCHNG TRADED FD VI
$34K
BUWABIO RAD LABS INC
$34K
CGCARLYLE GROUP INC
$34K
TAKTAKEDA PHARMACEUTICAL CO LTD
$34K
TRNDPACER FDS TR
$34K
SIRISIRIUSXM HOLDINGS INC
$34K
PRGOPERRIGO CO PLC
$34K
BBHYJ P MORGAN EXCHANGE TRADED F
$34K
JMBSJANUS DETROIT STR TR
$34K
ASHASHLAND INC
$34K
WHWYNDHAM HOTELS RESORTS INC
$34K
ARISARIS MNG CORP
$34K
XCHYXCALAMOS CONV HIGH INCOME F
$33K
NSPINSPERITY INC
$33K
ALBALBEMARLE CORP
$33K
CPAYCORPAY INC
$33K
JHMMJOHN HANCOCK EXCHANGE TRADED
$33K
CWSTCASELLA WASTE SYS INC
$33K
AIC3 AI INC
$33K
UWMPROSHARES TR
$33K
XMLVINVESCO EXCH TRADED FD TR II
$33K
ECCEAGLE POINT CREDIT COMPANY I
$33K
BIPCBROOKFIELD INFRASTRUCTURE CO
$33K
TELTE CONNECTIVITY PLC
$33K
PBUSINVESCO EXCH TRADED FD TR II
$33K
DSLDOUBLELINE INCOME SOLUTIONS
$33K
XAWPXABRDN GLOBAL PREMIER PPTYS F
$33K
XSHQINVESCO EXCH TRADED FD TR II
$33K
REFICHICAGO ATLANTIC REAL ESTATE
$33K
EMTLSSGA ACTIVE TR
$32K
USPHU S PHYSICAL THERAPY
$32K
EEFTEURONET WORLDWIDE INC
$32K
CGCVCAPITAL GROUP CONSERVATIVE E
$32K
XRTSPDR SER TR
$32K
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