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 201–250 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 258K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 62K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 189K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 97K | $1M+ | SH |
| BMY | BRISTOL MYERS SQUIBB CO | 91K | $1M+ | SH |
| FRDM | EA SERIES TRUST | 95K | $1M+ | SH |
| BKR | BAKER HUGHES COMPANY | 107K | $1M+ | SH |
| CRM | SALESFORCE INC | 18K | $1M+ | SH |
| CWB | SPDR SER TR | 54K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 107K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 99K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 74K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 18K | $1M+ | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 65K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE TRADED FD | 50K | $1M+ | SH |
| SLYG | SPDR SER TR | 49K | $1M+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 264K | $1M+ | SH |
| WTV | WISDOMTREE TR | 49K | $1M+ | SH |
| ADBE | ADOBE INC | 13K | $1M+ | SH |
| SRE | SEMPRA | 51K | $1M+ | SH |
| PLD | PROLOGIS INC | 36K | $1M+ | SH |
| SLB | SCHLUMBERGER LTD | 118K | $1M+ | SH |
| IYW | ISHARES TR | 22K | $1M+ | SH |
| APD | AIR PRODS CHEMS INC | 18K | $1M+ | SH |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | 31K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 28K | $1M+ | SH |
| IHI | ISHARES TR | 71K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 52K | $1M+ | SH |
| EQAL | INVESCO EXCH TRADED FD TR II | 83K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 134K | $1M+ | SH |
| SHE | SPDR SER TR | 33K | $1M+ | SH |
| ORCL | ORACLE CORP | 22K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 218K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| EFG | ISHARES TR | 36K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 772 | $1M+ | SH |
| QUAL | ISHARES TR | 21K | $1M+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 361K | $1M+ | SH |
| CMI | CUMMINS INC | 8K | $1M+ | SH |
| BOND | PIMCO ETF TR | 43K | $1M+ | SH |
| EQIX | EQUINIX INC | 5K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 18K | $1M+ | SH |
| FVD | FIRST TR VALUE LINE DIVID IN | 86K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 192K | $1M+ | SH |
| MCD | MCDONALDS CORP | 13K | $1M+ | SH |
| KDP | KEURIG DR PEPPER INC | 138K | $1M+ | SH |
| MTUM | ISHARES TR | 15K | $1M+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 205K | $1M+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 223K | $1M+ | SH |
| RTX | RTX CORPORATION | 21K | $1M+ | SH |