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 801–850 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FEPI | ETF OPPORTUNITIES TRUST | 7K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| SPTI | SPDR SER TR | 10K | $100K–$500K | SH |
| ALLE | ALLEGION PLC | 2K | $100K–$500K | SH |
| TOST | TOAST INC | 8K | $100K–$500K | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 6K | $100K–$500K | SH |
| FEX | FIRST TR LRGE CP CORE ALPHA | 2K | $100K–$500K | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 10K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 13K | $100K–$500K | SH |
| CVIE | MORGAN STANLEY ETF TRUST | 4K | $100K–$500K | SH |
| VRP | INVESCO EXCH TRADED FD TR II | 12K | $100K–$500K | SH |
| LDSF | FIRST TR EXCHNG TRADED FD VI | 15K | $100K–$500K | SH |
| TWST | TWIST BIOSCIENCE CORP | 9K | $100K–$500K | SH |
| XBIL | RBB FD INC | 6K | $100K–$500K | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 5K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| OCTM | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| XSLV | INVESCO EXCH TRADED FD TR II | 6K | $100K–$500K | SH |
| STN | STANTEC INC | 3K | $100K–$500K | SH |
| OGS | ONE GAS INC | 4K | $100K–$500K | SH |
| SMR | NUSCALE PWR CORP | 20K | $100K–$500K | SH |
| HTD | HANCOCK JOHN TAX ADVANTAGED | 12K | $100K–$500K | SH |
| SUSA | ISHARES TR | 2K | $100K–$500K | SH |
| COO | COOPER COS INC | 3K | $100K–$500K | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 5K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 1K | $100K–$500K | SH |
| RTO | RENTOKIL INITIAL PLC | 9K | $100K–$500K | SH |
| FLOT | ISHARES TR | 5K | $100K–$500K | SH |
| DFIS | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| IYY | ISHARES TR | 2K | $100K–$500K | SH |
| SEE | SEALED AIR CORP NEW | 6K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC | 683 | $100K–$500K | SH |
| WTAI | WISDOMTREE TR | 9K | $100K–$500K | SH |
| NVO | NOVO NORDISK A S | 5K | $100K–$500K | SH |
| DSM | BNY MELLON STRATEGIC MUN BD | 43K | $100K–$500K | SH |
| SHLD | GLOBAL X FDS | 4K | $100K–$500K | SH |
| BIDU | BAIDU INC | 2K | $100K–$500K | SH |
| BSJT | INVESCO EXCH TRD SLF IDX FD | 12K | $100K–$500K | SH |
| ARTY | ISHARES TR | 5K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 3K | $100K–$500K | SH |
| NVR | NVR INC | 36 | $100K–$500K | SH |
| CTVA | CORTEVA INC | 4K | $100K–$500K | SH |
| DNL | WISDOMTREE TR | 6K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 2K | $100K–$500K | SH |
| OUNZ | VANECK MERK GOLD ETF | 6K | $100K–$500K | SH |
| ZION | ZIONS BANCORPORATION N A | 4K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 24K | $100K–$500K | SH |