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
ZTRVIRTUS TOTAL RETURN FD INC
$17K
FLCFLAHERTY CRUMRINE TOTAL RE
$17K
NPOENPRO INC
$17K
DIEMFRANKLIN TEMPLETON ETF TR
$17K
HCSGHEALTHCARE SVCS GROUP INC
$17K
SNDRSCHNEIDER NATIONAL INC
$17K
HNIHNI CORP
$17K
AZEKAZEK CO INC
$17K
VYXNCR VOYIX CORPORATION
$17K
PORPORTLAND GEN ELEC CO
$17K
ELLAUDER ESTEE COS INC
$17K
COPATHEMES ETF TR
$17K
LTHLIFE TIME GROUP HOLDINGS INC
$17K
MTCHMATCH GROUP INC NEW
$17K
BEBLOOM ENERGY CORP
$17K
TDSBEXCHANGE LISTED FDS TR
$17K
PALLABRDN PALLADIUM ETF TRUST
$17K
NNNNNN REIT INC
$17K
TMCTMC THE METALS COMPANY INC
$17K
SQLVLEGG MASON ETF INVT
$17K
SSNCSS C TECHNOLOGIES HLDGS INC
$17K
WPPWPP PLC NEW
$17K
TANINVESCO EXCH TRADED FD TR II
$17K
FANFIRST TR EXCHANGE TRADED FD
$17K
CPSJCALAMOS ETF TR
$16K
PCHPOTLATCHDELTIC CORPORATION
$16K
MQ8MAG SILVER CORP
$16K
EFCELLINGTON FINANCIAL INC
$16K
LADLITHIA MTRS INC
$16K
NMRKNEWMARK GROUP INC
$16K
APAAPA CORPORATION
$16K
DEUSDBX ETF TR
$16K
TELFYTELEFONICA S A
$16K
VIKVIKING HOLDINGS LTD
$16K
IEXIDEX CORP
$16K
0VVBPARAMOUNT GLOBAL
$16K
STNGSCORPIO TANKERS INC
$16K
GHIGREYSTONE HOUSING IMPACT INV
$16K
CVYINVESCO EXCHANGE TRADED FD T
$16K
ZETAZETA GLOBAL HOLDINGS CORP
$16K
ICHRICHOR HOLDINGS
$16K
BMARINNOVATOR ETFS TRUST
$16K
QQLVINVESCO EXCH TRADED FD TR II
$16K
NRKNUVEEN NEW YORK AMT QLT MUNI
$16K
IATISHARES TR
$16K
PRMBPRIMO BRANDS CORPORATION
$16K
AYIACUITY BRANDS INC
$16K
VTCVANGUARD SCOTTSDALE FDS
$15K
PMOPUTNAM MUN OPPORTUNITIES TR
$15K
CAECAE INC
$15K
TFLRT ROWE PRICE ETF INC
$15K
TWLOTWILIO INC
$15K
TRPTC ENERGY CORP
$15K
DFINDONNELLEY FINL SOLUTIONS INC
$15K
JLLJONES LANG LASALLE INC
$15K
TSTENARIS S A
$15K
SKTTANGER INC
$15K
MFUSPIMCO EQUITY SER
$15K
EPAMEPAM SYS INC
$15K
CRBGCOREBRIDGE FINL INC
$15K
FOURSHIFT4 PMTS INC
$15K
KBHKB HOME
$15K
WSWORTHINGTON STL INC
$15K
IGAVOYA GLBL ADV PREM OPP FD
$15K
ITUBITAU UNIBANCO HLDG S A
$15K
AFWALIGN TECHNOLOGY INC
$15K
NATLNCR ATLEOS CORPORATION
$15K
RLIRLI CORP
$15K
PCGPG E CORP
$15K
SLVMSYLVAMO CORP
$15K
TFXTELEFLEX INCORPORATED
$15K
RTORENTOKIL INITIAL PLC
$15K
NUWNUVEEN AMT FREE MUN VALUE FD
$15K
ACADACADIA PHARMACEUTICALS INC
$14K
RZGINVESCO EXCHANGE TRADED FD T
$14K
DDECFIRST TR EXCHNG TRADED FD VI
$14K
UPROPROSHARES TR
$14K
PKPARK HOTELS RESORTS INC
$14K
MPMP MATERIALS CORP
$14K
FVALFIDELITY COVINGTON TRUST
$14K
AGMFEDERAL AGRIC MTG CORP
$14K
SKYXSKYX PLATFORMS CORP
$14K
GDECFIRST TR EXCHNG TRADED FD VI
$14K
MAAMID AMER APT CMNTYS INC
$14K
BLWBLACKROCK LTD DURATION INCOM
$14K
CIVICIVITAS RESOURCES INC
$14K
GTGOODYEAR TIRE RUBR CO
$14K
SSENTINELONE INC
$14K
STEPSTEPSTONE GROUP INC
$14K
FTVFORTIVE CORP
$14K
GTESGATES INDL CORP PLC
$14K
FRPTFRESHPET INC
$14K
PCFHIGH INCOME SECS FD
$14K
BUTIDAL TR II
$14K
LNTHLANTHEUS HLDGS INC
$14K
FTSDFRANKLIN ETF TR
$14K
DFARDIMENSIONAL ETF TRUST
$14K
RPRXROYALTY PHARMA PLC
$14K
SSBUSDSOUTHSTATE CORPORATION
$14K
SPSCSPS COMM INC
$14K
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