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 1451–1500 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BTE | BAYTEX ENERGY CORP | 13K | $15K–$50K | SH |
| BGT | BLACKROCK FLOATING RATE INC | 4K | $15K–$50K | SH |
| CSWC | CAPITAL SOUTHWEST CORP | 2K | $15K–$50K | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 760 | $15K–$50K | SH |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 750 | $15K–$50K | SH |
| TGRW | T ROWE PRICE ETF INC | 920 | $15K–$50K | SH |
| OEF | ISHARES TR | 123 | $15K–$50K | SH |
| UAMY | UNITED STATES ANTIMONY CORP | 8K | $15K–$50K | SH |
| JBHT | HUNT J B TRANS SVCS INC | 216 | $15K–$50K | SH |
| NUE | NUCOR CORP | 257 | $15K–$50K | SH |
| RC | READY CAPITAL CORP | 19K | $15K–$50K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 72 | $15K–$50K | SH |
| TRMB | TRIMBLE INC | 533 | $15K–$50K | SH |
| CHCO | CITY HLDG CO | 350 | $15K–$50K | SH |
| DMAR | FIRST TR EXCHNG TRADED FD VI | 1K | $15K–$50K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 590 | $15K–$50K | SH |
| EOS | EATON VANCE ENHANCED EQUITY | 2K | $15K–$50K | SH |
| CWEN | CLEARWAY ENERGY INC | 1K | $15K–$50K | SH |
| MLCO | MELCO RESORTS AND ENTMNT LTD | 5K | $15K–$50K | SH |
| JPRE | J P MORGAN EXCHANGE TRADED F | 874 | $15K–$50K | SH |
| PEO | ADAM NAT RES FD INC | 2K | $15K–$50K | SH |
| SCHM | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| SMOT | VANECK ETF TRUST | 1K | $15K–$50K | SH |
| MELI | MERCADOLIBRE INC | 20 | $15K–$50K | SH |
| FSM | FORTUNA MNG CORP | 4K | $15K–$50K | SH |
| NGVC | NATURAL GROCERS BY VITAMIN C | 2K | $15K–$50K | SH |
| FAPR | FIRST TR EXCHNG TRADED FD VI | 900 | $15K–$50K | SH |
| GPN | GLOBAL PMTS INC | 515 | $15K–$50K | SH |
| VFMV | VANGUARD WELLINGTON FD | 306 | $15K–$50K | SH |
| UWM | PROSHARES TR | 845 | $15K–$50K | SH |
| MDIV | FIRST TR EXCHANGE TRADED FD | 3K | $15K–$50K | SH |
| ROST | ROSS STORES INC | 219 | $15K–$50K | SH |
| VLY | VALLEY NATL BANCORP | 3K | $15K–$50K | SH |
| RS | RELIANCE INC | 136 | $15K–$50K | SH |
| SGI | TEMPUR SEALY INTL INC | 440 | $15K–$50K | SH |
| RL | RALPH LAUREN CORP | 111 | $15K–$50K | SH |
| EME | EMCOR GROUP INC | 64 | $15K–$50K | SH |
| EMXC | ISHARES INC | 538 | $15K–$50K | SH |
| AEM | AGNICO EAGLE MINES LTD | 230 | $15K–$50K | SH |
| CNEQ | THE ALGER ETF TRUST | 1K | $15K–$50K | SH |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | 2K | $15K–$50K | SH |
| LEA | LEAR CORP | 339 | $15K–$50K | SH |
| ASH | ASHLAND INC | 662 | $15K–$50K | SH |
| HOG | HARLEY DAVIDSON INC | 2K | $15K–$50K | SH |
| NWBI | NORTHWEST BANCSHARES INC MD | 3K | $15K–$50K | SH |
| TXG | 10X GENOMICS INC | 2K | $15K–$50K | SH |
| IMTB | ISHARES TR | 860 | $15K–$50K | SH |
| QEMM | SPDR INDEX SHS FDS | 573 | $15K–$50K | SH |
| PKST | PEAKSTONE REALTY TRUST | 3K | $15K–$50K | SH |
| EEMV | ISHARES INC | 587 | $15K–$50K | SH |