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 451–500 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VMBS | VANGUARD SCOTTSDALE FDS | 26K | $1M+ | SH |
| AFL | AFLAC INC | 11K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 17K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 23K | $1M+ | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 41K | $1M+ | SH |
| FXH | FIRST TR EXCHANGE TRADED FD | 10K | $1M+ | SH |
| PFXF | VANECK ETF TRUST | 67K | $1M+ | SH |
| FLRN | SPDR SER TR | 38K | $1M+ | SH |
| FSK | FS KKR CAP CORP | 79K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 17K | $1M+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 25K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 15K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 14K | $1M+ | SH |
| HSY | HERSHEY CO | 6K | $1M+ | SH |
| QGRO | AMERICAN CENTY ETF TR | 10K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 3K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 23K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 10K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 8K | $1M+ | SH |
| SPTS | SPDR SER TR | 39K | $1M+ | SH |
| NANC | TIDAL ETF TR | 25K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 56K | $1M+ | SH |
| DXCM | DEXCOM INC | 17K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 23K | $1M+ | SH |
| MSTR | MICROSTRATEGY INC | 7K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 13K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 4K | $1M+ | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 36K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 5K | $1M+ | SH |
| MLPX | GLOBAL X FDS | 18K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 22K | $1M+ | SH |
| CME | CME GROUP INC | 4K | $1M+ | SH |
| BN | BROOKFIELD CORP | 23K | $1M+ | SH |
| PSFF | PACER FDS TR | 33K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 3K | $1M+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 5K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 59K | $1M+ | SH |
| MEM | MATTHEWS ASIA FDS | 30K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 11K | $1M+ | SH |
| FYLD | CAMBRIA ETF TR | 33K | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 26K | $1M+ | SH |
| DIM | WISDOMTREE TR | 13K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 5K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 3K | $1M+ | SH |
| HCMT | DIREXION SHS ETF TR | 27K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 10K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 13K | $1M+ | SH |
| TPHD | TIMOTHY PLAN | 26K | $1M+ | SH |