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 751–800 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XBI | SPDR SER TR | 3K | $100K–$500K | SH |
| IJK | ISHARES TR | 4K | $100K–$500K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 13K | $100K–$500K | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 15K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 9K | $100K–$500K | SH |
| QHY | WISDOMTREE TR | 8K | $100K–$500K | SH |
| ARKG | ARK ETF TR | 13K | $100K–$500K | SH |
| SIVR | ABRDN SILVER ETF TRUST | 5K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| USHY | ISHARES TR | 10K | $100K–$500K | SH |
| XSVM | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| CYBR | CYBERARK SOFTWARE LTD | 790 | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| TGRT | T ROWE PRICE ETF INC | 8K | $100K–$500K | SH |
| IJT | ISHARES TR | 2K | $100K–$500K | SH |
| KRG | KITE RLTY GROUP TR | 15K | $100K–$500K | SH |
| FCT | FIRST TR SR FLTG RATE INCOME | 35K | $100K–$500K | SH |
| DOW | DOW INC | 15K | $100K–$500K | SH |
| WY | WEYERHAEUSER CO MTN BE | 15K | $100K–$500K | SH |
| EMLP | FIRST TR EXCHANGE TRADED FD | 9K | $100K–$500K | SH |
| OMC | OMNICOM GROUP INC | 4K | $100K–$500K | SH |
| FDLS | NORTHERN LTS FD TR IV | 10K | $100K–$500K | SH |
| PAAS | PAN AMERN SILVER CORP | 7K | $100K–$500K | SH |
| PDM | PIEDMONT OFFICE REALTY TR IN | 40K | $100K–$500K | SH |
| WSM | WILLIAMS SONOMA INC | 2K | $100K–$500K | SH |
| HSBC | HSBC HLDGS PLC | 4K | $100K–$500K | SH |
| CII | BLACKROCK ENHANCD CAP INM | 14K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 526 | $100K–$500K | SH |
| MISL | FIRST TR EXCHANGE TRADED FD | 8K | $100K–$500K | SH |
| INTU | INTUIT | 492 | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| LULU | LULULEMON ATHLETICA INC | 2K | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC | 7K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 2K | $100K–$500K | SH |
| DGCB | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 2K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| NU | NU HLDGS LTD | 19K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 3K | $100K–$500K | SH |
| TGT | TARGET CORP | 3K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| FWD | AB ACTIVE ETFS INC | 3K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 1K | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| FXZ | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |