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 401–450 of 2,459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VCLT | VANGUARD SCOTTSDALE FDS | 20K | $1M+ | SH |
| URNM | SPROTT FDS TR | 28K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE TRADED FD | 33K | $1M+ | SH |
| ORI | OLD REP INTL CORP | 33K | $1M+ | SH |
| ABNB | AIRBNB INC | 11K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 18K | $1M+ | SH |
| IDU | ISHARES TR | 14K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 13K | $1M+ | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 21K | $1M+ | SH |
| SHY | ISHARES TR | 18K | $1M+ | SH |
| RSPU | INVESCO EXCHANGE TRADED FD T | 19K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 19K | $1M+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 32K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| RPM | RPM INTL INC | 14K | $1M+ | SH |
| OKTA | OKTA INC | 16K | $1M+ | SH |
| FDL | FIRST TR MORNINGSTAR DIVID L | 32K | $1M+ | SH |
| CINF | CINCINNATI FINL CORP | 9K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 47K | $1M+ | SH |
| OKLO | OKLO INC | 20K | $1M+ | SH |
| ZS | ZSCALER INC | 6K | $1M+ | SH |
| FYC | FIRST TR EXCHANGE TRADED ALP | 14K | $1M+ | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 11K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 5K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE TRADED FD | 28K | $1M+ | SH |
| IYK | ISHARES TR | 20K | $1M+ | SH |
| PAMC | PACER FDS TR | 29K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE TRADED FD | 36K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| COWG | PACER FDS TR | 38K | $1M+ | SH |
| SYLD | CAMBRIA ETF TR | 19K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 11K | $1M+ | SH |
| ALAB | ASTERA LABS INC | 8K | $1M+ | SH |
| BBLU | EA SERIES TRUST | 85K | $1M+ | SH |
| USB | US BANCORP DEL | 24K | $1M+ | SH |
| SCZ | ISHARES TR | 17K | $1M+ | SH |
| MOD | MODINE MFG CO | 10K | $1M+ | SH |
| SYY | SYSCO CORP | 17K | $1M+ | SH |
| BILS | SPDR SER TR | 13K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 7K | $1M+ | SH |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | 8K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 42K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 10K | $1M+ | SH |
| SDY | SPDR SER TR | 9K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 47K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 19K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 2K | $1M+ | SH |