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 1701–1750 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RQI | COHEN STEERS QUALITY INCOM | 2K | $15K–$50K | SH |
| QYLD | GLOBAL X FDS | 1K | $15K–$50K | SH |
| EVHY | MORGAN STANLEY ETF TRUST | 400 | $15K–$50K | SH |
| KGC | KINROSS GOLD CORP | 750 | $15K–$50K | SH |
| MSM | MSC INDL DIRECT INC | 250 | $15K–$50K | SH |
| BSM | BLACK STONE MINERALS L P | 2K | $15K–$50K | SH |
| DIHP | DIMENSIONAL ETF TRUST | 661 | $15K–$50K | SH |
| JIG | J P MORGAN EXCHANGE TRADED F | 284 | $15K–$50K | SH |
| HSCZ | ISHARES TR | 532 | $15K–$50K | SH |
| MUST | COLUMBIA ETF TR I | 1K | $15K–$50K | SH |
| NSP | INSPERITY INC | 528 | $15K–$50K | SH |
| ING | ING GROEP N V | 722 | $15K–$50K | SH |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | 2K | $15K–$50K | SH |
| ERTH | INVESCO EXCHANGE TRADED FD T | 427 | $15K–$50K | SH |
| PVH | PVH CORPORATION | 300 | $15K–$50K | SH |
| PTBD | PACER FDS TR | 1K | $15K–$50K | SH |
| VLU | SPDR SER TR | 95 | $15K–$50K | SH |
| ALSN | ALLISON TRANSMISSION HLDGS I | 204 | $15K–$50K | SH |
| FXE | INVESCO CURRENCYSHARES EURO | 184 | $15K–$50K | SH |
| FGD | FIRST TR EXCHANGE TRADED FD | 659 | $15K–$50K | SH |
| IBDR | ISHARES TR | 823 | $15K–$50K | SH |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | 1K | $15K–$50K | SH |
| DXYZ | DESTINY TECH100 INC | 648 | $15K–$50K | SH |
| ONB | OLD NATL BANCORP IND | 888 | $15K–$50K | SH |
| TDSC | EXCHANGE LISTED FDS TR | 782 | $15K–$50K | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 978 | $15K–$50K | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 562 | $15K–$50K | SH |
| ECG | EVERUS CONSTR GROUP | 228 | $15K–$50K | SH |
| XPAY | ROUNDHILL ETF TRUST | 360 | $15K–$50K | SH |
| ELF | E L F BEAUTY INC | 255 | $15K–$50K | SH |
| DIEM | FRANKLIN TEMPLETON ETF TR | 575 | $15K–$50K | SH |
| EMBJ | EMBRAER S A | 300 | $15K–$50K | SH |
| SQLV | LEGG MASON ETF INVT | 447 | $15K–$50K | SH |
| GRAL | GRAIL INC | 225 | $15K–$50K | SH |
| H | HYATT HOTELS CORP | 120 | $15K–$50K | SH |
| USFD | US FOODS HLDG CORP | 255 | $15K–$50K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 201 | $15K–$50K | SH |
| BKUI | BNY MELLON ETF TRUST | 382 | $15K–$50K | SH |
| XMAR | FIRST TR EXCHNG TRADED FD VI | 475 | $15K–$50K | SH |
| LGLV | SPDR SER TR | 108 | $15K–$50K | SH |
| STOT | SSGA ACTIVE TR | 400 | $15K–$50K | SH |
| BBAI | BIGBEAR AI HLDGS INC | 4K | $15K–$50K | SH |
| EXK | ENDEAVOUR SILVER CORP | 2K | $15K–$50K | SH |
| HQY | HEALTHEQUITY INC | 205 | $15K–$50K | SH |
| QMMY | FIRST TR EXCHNG TRADED FD VI | 750 | $15K–$50K | SH |
| CAG | CONAGRA BRANDS INC | 1K | $15K–$50K | SH |
| URAN | THEMES ETF TR | 450 | $15K–$50K | SH |
| FAN | FIRST TR EXCHANGE TRADED FD | 911 | $15K–$50K | SH |
| ETHW | BITWISE ETHEREUM ETF | 876 | $15K–$50K | SH |
| AFIF | TWO RDS SHARED TR | 2K | $15K–$50K | SH |