Geneos Wealth Management Inc. Q4 2024 Filing

Filed January 21, 2025

Portfolio Value

$2.9T

Holdings

2,879

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (2,879 positions)

#StockSharesValue% PortfolioType
401
SILASILA REALTY TRUST INC
44,859$1.1B0.04%
402
HYGISHARES TR
13,857$1.1B0.04%
403
PLTRPALANTIR TECHNOLOGIES INC
14,406$1.1B0.04%
404
SEIVSEI EXCHANGE TRADED FUNDS
32,872$1.1B0.04%
405
CHKPCHECK POINT SOFTWARE TECH LT
5,820$1.1B0.04%
406
JBBBJANUS DETROIT STR TR
22,033$1.1B0.04%
407
ASMLASML HOLDING N V
1,555$1.1B0.04%
408
CITCINTAS CORP
5,880$1.1B0.04%
409
TFLOISHARES TR
21,252$1.1B0.04%
410
CIBRFIRST TR EXCHANGE TRADED FD
16,769$1.1B0.04%
411
QEFASPDR INDEX SHS FDS
14,584$1.1B0.04%
412
DFUSDIMENSIONAL ETF TRUST
16,513$1.1B0.04%
413
AZNASTRAZENECA PLC
16,058$1.1B0.04%
414
INFYINFOSYS LTD
47,919$1.1B0.04%
415
FTSLFIRST TR EXCHANGE TRADED FD
22,635$1.0B0.04%
416
FALNISHARES TR
39,066$1.0B0.04%
417
LMTLOCKHEED MARTIN CORP
2,147$1.0B0.04%
418
DFGRDIMENSIONAL ETF TRUST
40,796$1.0B0.04%
419
IWFISHARES TR
2,576$1.0B0.04%
420
GDGENERAL DYNAMICS CORP
3,924$1.0B0.04%
421
VWOBVANGUARD WHITEHALL FDS
16,365$1.0B0.04%
422
ACWVISHARES INC
9,376$1.0B0.04%
423
SDYSPDR SER TR
7,714$1.0B0.04%
424
IXNISHARES TR
11,999$1.0B0.04%
425
RSPTINVESCO EXCHANGE TRADED FD T
27,139$1.0B0.04%
426
MRVLMARVELL TECHNOLOGY INC
9,095$1.0B0.04%
427
BABOEING CO
5,672$1.0B0.04%
428
HCAHCA HEALTHCARE INC
3,309$993.2M0.03%
429
TTTRANE TECHNOLOGIES PLC
2,668$985.4M0.03%
430
AEPAMERICAN ELEC PWR CO INC
10,618$979.3M0.03%
431
NOCNORTHROP GRUMMAN CORP
2,049$961.6M0.03%
432
GDXJVANECK ETF TRUST
22,166$947.6M0.03%
433
KAMOMANAGED PORTFOLIO SERIES
27,599$940.9M0.03%
434
WPCWP CAREY INC
17,127$933.1M0.03%
435
JPIBJ P MORGAN EXCHANGE TRADED F
19,654$928.8M0.03%
436
BBLUEA SERIES TRUST
71,142$928.4M0.03%
437
LINLINDE PLC
2,215$927.4M0.03%
438
VCSHVANGUARD SCOTTSDALE FDS
11,883$927.0M0.03%
439
SPGIS P GLOBAL INC
1,853$922.6M0.03%
440
DBEFDBX ETF TR
22,189$918.6M0.03%
441
DEEFDBX ETF TR
32,503$917.2M0.03%
442
XLVSELECT SECTOR SPDR TR
6,647$914.4M0.03%
443
EMBISHARES TR
10,141$902.9M0.03%
444
GISGENERAL MLS INC
14,065$896.9M0.03%
445
WPMWHEATON PRECIOUS METALS CORP
15,889$893.6M0.03%
446
CEF/USPROTT PHYSICAL GOLD SILVE
37,476$890.4M0.03%
447
ZSZSCALER INC
4,871$878.8M0.03%
448
BAHBOOZ ALLEN HAMILTON HLDG COR
6,814$877.0M0.03%
449
ETNEATON CORP PLC
2,632$873.5M0.03%
450
DEODIAGEO PLC
6,858$871.9M0.03%
451
GCOWPACER FDS TR
25,715$867.6M0.03%
452
BNBROOKFIELD CORP
15,043$864.2M0.03%
453
VTIPVANGUARD MALVERN FDS
17,805$862.1M0.03%
454
VMBSVANGUARD SCOTTSDALE FDS
19,002$861.5M0.03%
455
BXBLACKSTONE INC
4,943$852.2M0.03%
456
AWCAMERICAN WTR WKS CO INC NEW
6,785$844.6M0.03%
457
BLVVANGUARD BD INDEX FDS
12,262$839.1M0.03%
458
CMECME GROUP INC
3,590$833.6M0.03%
459
SLVISHARES SILVER TR
31,547$830.6M0.03%
460
ISRGINTUITIVE SURGICAL INC
1,588$828.9M0.03%
461
BDXBECTON DICKINSON CO
3,638$825.3M0.03%
462
OKTAOKTA INC
10,466$824.7M0.03%
463
PCEFINVESCO EXCH TRADED FD TR II
43,026$824.4M0.03%
464
TXNTEXAS INSTRS INC
4,382$821.7M0.03%
465
WELLWELLTOWER INC
6,508$820.3M0.03%
466
INTCINTEL CORP
40,635$814.7M0.03%
467
AMTAMERICAN TOWER CORP NEW
4,440$814.3M0.03%
468
SILGLOBAL X FDS
25,575$812.5M0.03%
469
AVEMAMERICAN CENTY ETF TR
13,777$810.0M0.03%
470
ITA*ISHARES TR
5,567$809.2M0.03%
471
UNPUNION PAC CORP
3,546$808.6M0.03%
472
QDFFLEXSHARES TR
11,454$808.1M0.03%
473
EPDENTERPRISE PRODS PARTNERS L
25,665$804.9M0.03%
474
HYEMVANECK ETF TRUST
41,221$802.6M0.03%
475
FYLDCAMBRIA ETF TR
31,290$788.8M0.03%
476
QGROAMERICAN CENTY ETF TR
7,910$788.6M0.03%
477
SCZISHARES TR
12,930$785.5M0.03%
478
ANGLVANECK ETF TRUST
27,226$780.6M0.03%
479
ORLYOREILLY AUTOMOTIVE INC
657$779.1M0.03%
480
IBITISHARES BITCOIN TRUST ETF
14,681$778.8M0.03%
481
USBUS BANCORP DEL
16,153$772.6M0.03%
482
AHRAMERICAN HEALTHCARE REIT INC
26,680$758.2M0.03%
483
APUETRUST FOR PROFESSIONAL MANAG
20,973$750.0M0.03%
484
ADIANALOG DEVICES INC
3,525$748.8M0.03%
485
SCHPSCHWAB STRATEGIC TR
28,818$744.4M0.03%
486
BSJPINVESCO EXCH TRD SLF IDX FD
32,050$739.4M0.03%
487
BILSSPDR SER TR
7,435$737.2M0.03%
488
BKBANK NEW YORK MELLON CORP
9,589$736.7M0.03%
489
PDBCINVESCO ACTVELY MNGD ETC FD
56,708$736.6M0.03%
490
DIMWISDOMTREE TR
12,115$735.9M0.03%
491
ENBENBRIDGE INC
17,235$731.3M0.03%
492
SRLNSSGA ACTIVE ETF TR
17,389$725.6M0.03%
493
FDLFIRST TR MORNINGSTAR DIVID L
17,874$719.6M0.03%
494
DWASINVESCO EXCH TRADED FD TR II
7,868$718.3M0.03%
495
VFMOVANGUARD WELLINGTON FD
4,362$717.0M0.03%
496
TRVTRAVELERS COMPANIES INC
2,958$712.5M0.02%
497
PRUPRUDENTIAL FINL INC
5,978$708.6M0.02%
498
XLISELECT SECTOR SPDR TR
5,301$698.5M0.02%
499
TJXTJX COS INC NEW
5,777$697.9M0.02%
500
COMDIREXION SHS ETF TR
24,309$688.4M0.02%
PreviousPage 5 of 29Next