CIK 1764754
Geneos Wealth Management Inc.
Institutional 13F holdings & portfolio
Holdings
2,459
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 197K | $1M+ | SH |
| SPY | SPDR S P 500 ETF TR | 142K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 107K | $1M+ | SH |
| IWV | ISHARES TR | 157K | $1M+ | SH |
| AAPL | APPLE INC | 200K | $1M+ | SH |
| USMV | ISHARES TR | 574K | $1M+ | SH |
| ITOT | ISHARES TR | 363K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 1.2M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 103K | $1M+ | SH |
| SPYM | SPDR SER TR | 552K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 69K | $1M+ | SH |
| IXUS | ISHARES TR | 475K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 827K | $1M+ | SH |
| SPTM | SPDR SER TR | 443K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 196K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 828K | $1M+ | SH |
| VNLA | JANUS DETROIT STR TR | 720K | $1M+ | SH |
| SPYG | SPDR SER TR | 327K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 69K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 755K | $1M+ | SH |
| SPYV | SPDR SER TR | 588K | $1M+ | SH |
| HDEF | DBX ETF TR | 992K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 389K | $1M+ | SH |
| SPBO | SPDR SER TR | 992K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 631K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 97K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 262K | $1M+ | SH |
| ISTB | ISHARES TR | 545K | $1M+ | SH |
| GOOG | ALPHABET INC | 84K | $1M+ | SH |
| GOOGL | ALPHABET INC | 83K | $1M+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 565K | $1M+ | SH |
| AMZN | AMAZON COM INC | 108K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 70K | $1M+ | SH |
| JPM | JPMORGAN CHASE CO | 71K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 579K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 189K | $1M+ | SH |
| IEFA | ISHARES TR | 247K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 300K | $1M+ | SH |
| PULS | PGIM ETF TR | 441K | $1M+ | SH |
| TSPA | T ROWE PRICE ETF INC | 497K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 110K | $1M+ | SH |
| VEA | VANGUARD TAX MANAGED FDS | 329K | $1M+ | SH |
| EFA | ISHARES TR | 211K | $1M+ | SH |
| SPSB | SPDR SER TR | 668K | $1M+ | SH |
| GOVT | ISHARES TR | 866K | $1M+ | SH |
| HISF | FIRST TR EXCHANGE TRADED FD | 441K | $1M+ | SH |
| AVGO | BROADCOM INC | 56K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 272K | $1M+ | SH |
| SPSM | SPDR SER TR | 395K | $1M+ | SH |
| SPMD | SPDR SER TR | 314K | $1M+ | SH |