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 101–150 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LMBS | FIRST TR EXCHANGE TRADED FD | 198K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 352K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 42K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 67K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 270K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 103K | $1M+ | SH |
| BUFS | FIRST TR EXCHNG TRADED FD VI | 414K | $1M+ | SH |
| IVE | ISHARES TR | 44K | $1M+ | SH |
| CAT | CATERPILLAR INC | 16K | $1M+ | SH |
| EEM | ISHARES TR | 170K | $1M+ | SH |
| EFAV | ISHARES TR | 108K | $1M+ | SH |
| IJR | ISHARES TR | 77K | $1M+ | SH |
| FNDC | SCHWAB STRATEGIC TR | 206K | $1M+ | SH |
| ASML | ASML HOLDING N V | 8K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 166K | $1M+ | SH |
| NVS | NOVARTIS AG | 65K | $1M+ | SH |
| BIL | SPDR SER TR | 97K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 121K | $1M+ | SH |
| JPSV | J P MORGAN EXCHANGE TRADED F | 149K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 10K | $1M+ | SH |
| AESR | TWO RDS SHARED TR | 505K | $1M+ | SH |
| ABBV | ABBVIE INC | 37K | $1M+ | SH |
| DRI | DARDEN RESTAURANTS INC | 46K | $1M+ | SH |
| DINT | DAVIS FUNDAMENTAL ETF TR | 294K | $1M+ | SH |
| TPLC | TIMOTHY PLAN | 184K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 43K | $1M+ | SH |
| O | REALTY INCOME CORP | 148K | $1M+ | SH |
| CLOI | VANECK ETF TRUST | 157K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 51K | $1M+ | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 71K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 246K | $1M+ | SH |
| URI | UNITED RENTALS INC | 10K | $1M+ | SH |
| DOV | DOVER CORP | 40K | $1M+ | SH |
| LLY | ELI LILLY CO | 7K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 96K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 22K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 9K | $1M+ | SH |
| WMT | WALMART INC | 69K | $1M+ | SH |
| V | VISA INC | 22K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 82K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 148K | $1M+ | SH |
| FTNT | FORTINET INC | 94K | $1M+ | SH |
| BKMC | BNY MELLON ETF TRUST | 68K | $1M+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 102K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 129K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 26K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC | 20K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J CO | 27K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 57K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 23K | $1M+ | SH |