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 551–600 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TDIV | FIRST TR EXCHANGE TRADED FD | 8K | $500K+ | SH |
| ACWV | ISHARES INC | 7K | $500K+ | SH |
| DWAS | INVESCO EXCH TRADED FD TR II | 8K | $500K+ | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 10K | $500K+ | SH |
| NBTB | NBT BANCORP INC | 19K | $500K+ | SH |
| C | CITIGROUP INC | 7K | $500K+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 24K | $500K+ | SH |
| FCX | FREEPORT MCMORAN INC | 15K | $500K+ | SH |
| KNTK | KINETIK HOLDINGS INC | 22K | $500K+ | SH |
| FTGS | FIRST TR EXCHANGE TRADED FD | 22K | $500K+ | SH |
| SNY | SANOFI | 16K | $500K+ | SH |
| D | DOMINION ENERGY INC | 13K | $500K+ | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 123K | $500K+ | SH |
| KMX | CARMAX INC | 20K | $500K+ | SH |
| MC | MOELIS CO | 11K | $500K+ | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 59K | $500K+ | SH |
| RY | ROYAL BK CDA | 4K | $500K+ | SH |
| DEO | DIAGEO PLC | 9K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| EBAY | EBAY INC | 9K | $500K+ | SH |
| PFE | PFIZER INC | 30K | $500K+ | SH |
| FNV | FRANCO NEV CORP | 4K | $500K+ | SH |
| SJNK | SPDR SER TR | 29K | $500K+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 10K | $500K+ | SH |
| SHOP | SHOPIFY INC | 5K | $500K+ | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 15K | $500K+ | SH |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 13K | $500K+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 10K | $500K+ | SH |
| ADSK | AUTODESK INC | 2K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 8K | $500K+ | SH |
| PWRD | TCW ETF TRUST | 7K | $500K+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 15K | $500K+ | SH |
| TBUX | T ROWE PRICE ETF INC | 14K | $500K+ | SH |
| XSOE | WISDOMTREE TR | 18K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| QBIG | INVESCO ACTIVELY MANAGED EXC | 18K | $500K+ | SH |
| TFLO | ISHARES TR | 13K | $500K+ | SH |
| ARM | ARM HOLDINGS PLC | 6K | $500K+ | SH |
| IYH | ISHARES TR | 10K | $500K+ | SH |
| GMAY | FIRST TR EXCHNG TRADED FD VI | 16K | $500K+ | SH |
| PAYX | PAYCHEX INC | 6K | $500K+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 13K | $500K+ | SH |
| IMCB | ISHARES TR | 8K | $500K+ | SH |
| CCJ | CAMECO CORP | 7K | $500K+ | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 15K | $500K+ | SH |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 31K | $500K+ | SH |
| FLQL | FRANKLIN TEMPLETON ETF TR | 9K | $500K+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 16K | $500K+ | SH |
| HYHG | PROSHARES TR | 10K | $500K+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |