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 51–100 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JQUA | J P MORGAN EXCHANGE TRADED F | 282K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 35K | $1M+ | SH |
| WPC | WP CAREY INC | 268K | $1M+ | SH |
| PSLV | SPROTT PHYSICAL SILVER TR | 720K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 330K | $1M+ | SH |
| COWZ | PACER FDS TR | 272K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 493K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 87K | $1M+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 250K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 338K | $1M+ | SH |
| SGOV | ISHARES TR | 152K | $1M+ | SH |
| PTLC | PACER FDS TR | 270K | $1M+ | SH |
| PTNQ | PACER FDS TR | 179K | $1M+ | SH |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 528K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 92K | $1M+ | SH |
| ALTL | PACER FDS TR | 314K | $1M+ | SH |
| MS | MORGAN STANLEY | 74K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 378K | $1M+ | SH |
| HD | HOME DEPOT INC | 37K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 274K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 27K | $1M+ | SH |
| META | META PLATFORMS INC | 19K | $1M+ | SH |
| PALC | PACER FDS TR | 242K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 218K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 361K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 134K | $1M+ | SH |
| TSLA | TESLA INC | 28K | $1M+ | SH |
| IGEB | ISHARES TR | 266K | $1M+ | SH |
| SMLF | ISHARES TR | 159K | $1M+ | SH |
| FCTR | FIRST TR EXCHANGE TRADED FD | 332K | $1M+ | SH |
| PTL | NORTHERN LTS FD TR IV | 47K | $1M+ | SH |
| IVW | ISHARES TR | 94K | $1M+ | SH |
| AGG | ISHARES TR | 113K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 63K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 440K | $1M+ | SH |
| JNJ | JOHNSON JOHNSON | 53K | $1M+ | SH |
| GLD | SPDR GOLD TR | 28K | $1M+ | SH |
| MBB | ISHARES TR | 116K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 453K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 144K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 42K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 131K | $1M+ | SH |
| IMFL | INVESCO EXCH TRD SLF IDX FD | 351K | $1M+ | SH |
| SLYV | SPDR SER TR | 115K | $1M+ | SH |
| DIS | DISNEY WALT CO | 91K | $1M+ | SH |
| PODD | INSULET CORP | 36K | $1M+ | SH |
| IWM | ISHARES TR | 41K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 101K | $1M+ | SH |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 279K | $1M+ | SH |
| ABT | ABBOTT LABS | 80K | $1M+ | SH |