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 1751–1800 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EGP | EASTGROUP PPTYS INC | 104 | $15K–$50K | SH |
| CNP | CENTERPOINT ENERGY INC | 485 | $15K–$50K | SH |
| BNDW | VANGUARD SCOTTSDALE FDS | 270 | $15K–$50K | SH |
| CQQQ | INVESCO EXCH TRADED FD TR II | 357 | $15K–$50K | SH |
| VAW | VANGUARD WORLD FD | 89 | $15K–$50K | SH |
| ES | EVERSOURCE ENERGY | 274 | $15K–$50K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 205 | $15K–$50K | SH |
| OZK | BANK OZK LITTLE ROCK ARK | 400 | $15K–$50K | SH |
| NOW | SERVICENOW INC | 120 | $15K–$50K | SH |
| GLPI | GAMING LEISURE PPTYS INC | 411 | $15K–$50K | SH |
| ZETA | ZETA GLOBAL HOLDINGS CORP | 900 | $15K–$50K | SH |
| SPTL | SPDR SER TR | 690 | $15K–$50K | SH |
| DECW | AIM ETF PRODUCTS TRUST | 536 | $15K–$50K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 116 | $15K–$50K | SH |
| UPRO | PROSHARES TR | 157 | $15K–$50K | SH |
| BXMT | BLACKSTONE MTG TR INC | 950 | $15K–$50K | SH |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 342 | $15K–$50K | SH |
| MSGS | MADISON SQUARE GRDN SPRT COR | 70 | $15K–$50K | SH |
| TDSB | EXCHANGE LISTED FDS TR | 755 | $15K–$50K | SH |
| WTPI | WISDOMTREE TR | 548 | $15K–$50K | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 779 | $15K–$50K | SH |
| MDU | MDU RES GROUP INC | 915 | $15K–$50K | SH |
| DFP | FLAHERTY CRUMRINE DYNAMIC | 855 | $15K–$50K | SH |
| FLC | FLAHERTY CRUMRINE TOTAL RE | 1K | $15K–$50K | SH |
| CRH | CRH PLC | 142 | $15K–$50K | SH |
| CHD | CHURCH DWIGHT CO INC | 210 | $15K–$50K | SH |
| CHY | CALAMOS CONV HIGH INCOME F | 2K | $15K–$50K | SH |
| FMC | FMC CORP | 1K | $15K–$50K | SH |
| EFX | EQUIFAX INC | 80 | $15K–$50K | SH |
| IAT | ISHARES TR | 314 | $15K–$50K | SH |
| EVGO | EVGO INC | 6K | $15K–$50K | SH |
| SIXP | AIM ETF PRODUCTS TRUST | 548 | $15K–$50K | SH |
| TMAT | NORTHERN LTS FD TR IV | 691 | $15K–$50K | SH |
| TRP | TC ENERGY CORP | 312 | $15K–$50K | SH |
| XAUG | FIRST TR EXCHNG TRADED FD VI | 458 | $15K–$50K | SH |
| SPVU | INVESCO EXCH TRADED FD TR II | 300 | $15K–$50K | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 82 | $15K–$50K | SH |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 781 | $15K–$50K | SH |
| ESML | ISHARES TR | 372 | $15K–$50K | SH |
| AES | AES CORP | 1K | $15K–$50K | SH |
| NATL | NCR ATLEOS CORPORATION | 448 | $15K–$50K | SH |
| BMAR | INNOVATOR ETFS TRUST | 320 | $15K–$50K | SH |
| EFC | ELLINGTON FINANCIAL INC | 1K | $15K–$50K | SH |
| SAUG | FIRST TR EXCHNG TRADED FD VI | 662 | $15K–$50K | SH |
| GEN | GEN DIGITAL INC | 621 | $15K–$50K | SH |
| TEL | TE CONNECTIVITY PLC | 74 | $15K–$50K | SH |
| FORM | FORMFACTOR INC | 300 | $15K–$50K | SH |
| PMO | PUTNAM MUN OPPORTUNITIES TR | 2K | $15K–$50K | SH |
| SKT | TANGER INC | 500 | $15K–$50K | SH |
| DEUS | DBX ETF TR | 285 | $15K–$50K | SH |