Institutions / Geneos Wealth Management Inc.
Geneos Wealth Management Inc.
CIK 1764754 · Institution · as of Dec 31, 2025
Portfolio value
$4.09B
Positions
2,459
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 2,459 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $134.96M | 3.3% |
| SPDR S P 500 ETF Tr | $96.77M | 2.4% |
| Vanguard Index Fds | $67.36M | 1.6% |
| iShares Tr | $60.69M | 1.5% |
| Apple Inc. | $54.37M | 1.3% |
| iShares MSCI UAE ETF | $54.03M | 1.3% |
| iShares MSCI UAE ETF | $53.96M | 1.3% |
| Capital Group Growth ETF | $53.41M | 1.3% |
| Microsoft Corp | $49.72M | 1.2% |
| SPDR Ser Tr | $44.28M | 1.1% |
| Invesco Qqq Tr | $42.37M | 1.0% |
| iShares MSCI UAE ETF | $40.23M | 1.0% |
| Putnam ETF Trust | $37.68M | 0.9% |
| SPDR Ser Tr | $36.58M | 0.9% |
| NVIDIA Corp | $36.55M | 0.9% |
| Capital Group Dividend Value | $36.15M | 0.9% |
| Janus Detroit Str Tr | $35.40M | 0.9% |
| SPDR Ser Tr | $34.86M | 0.9% |
| Warren E. Buffett | $34.75M | 0.9% |
| SPDR Index Shs Fds | $33.54M | 0.8% |
| SPDR Ser Tr | $33.38M | 0.8% |
| Dbx ETF Tr | $30.76M | 0.8% |
| Vanguard Bd Index Fds | $30.28M | 0.7% |
| SPDR Ser Tr | $29.10M | 0.7% |
| Schwab Strategic Tr | $28.54M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.