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 301–350 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDYG | SPDR SER TR | 30K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 69K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 16K | $1M+ | SH |
| MINV | MATTHEWS ASIA FDS | 78K | $1M+ | SH |
| PSX | PHILLIPS 66 | 21K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 13K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 18K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 38K | $1M+ | SH |
| TOPT | ISHARES TR | 86K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 24K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 5K | $1M+ | SH |
| SO | SOUTHERN CO | 30K | $1M+ | SH |
| URA | GLOBAL X FDS | 60K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 9K | $1M+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 22K | $1M+ | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 13K | $1M+ | SH |
| IWS | ISHARES TR | 18K | $1M+ | SH |
| IUSV | ISHARES TR | 24K | $1M+ | SH |
| JNK | SPDR SER TR | 26K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 43K | $1M+ | SH |
| PTMC | PACER FDS TR | 69K | $1M+ | SH |
| RWK | INVESCO EXCH TRADED FD TR II | 19K | $1M+ | SH |
| NLR | VANECK ETF TRUST | 19K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 12K | $1M+ | SH |
| ARKW | ARK ETF TR | 16K | $1M+ | SH |
| QTUM | ETF SER SOLUTIONS | 21K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 20K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 17K | $1M+ | SH |
| EWW | ISHARES INC | 33K | $1M+ | SH |
| CALF | PACER FDS TR | 52K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 6K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 7K | $1M+ | SH |
| IWP | ISHARES TR | 17K | $1M+ | SH |
| AMGN | AMGEN INC | 7K | $1M+ | SH |
| MRK | MERCK CO INC | 21K | $1M+ | SH |
| DMLP | DORCHESTER MINERALS LP | 98K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 40K | $1M+ | SH |
| SHYG | ISHARES TR | 51K | $1M+ | SH |
| DDWM | WISDOMTREE TR | 49K | $1M+ | SH |
| MAIN | MAIN STR CAP CORP | 35K | $1M+ | SH |
| T | AT T INC | 85K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 24K | $1M+ | SH |
| NET | CLOUDFLARE INC | 11K | $1M+ | SH |
| IUSB | ISHARES TR | 45K | $1M+ | SH |
| EIS | ISHARES INC | 19K | $1M+ | SH |
| IWC | ISHARES TR | 13K | $1M+ | SH |
| CEF | SPROTT PHYSICAL GOLD SILVE | 45K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 48K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 28K | $1M+ | SH |