Geneos Wealth Management Inc.
Q3 2025 13F Holdings
- Locationenglewood, CO
- Num holdings
2,462
- Value ($000)
$3,941,281
- Date Filed10/22/2025
- Form type13F-HR
- CIK0001764754
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $132.34 M | 3 % | 197,730 | ||
SPY SPDR S P 500 ETF TR | TR UNIT | 78462F103 | $88.66 M | 2 % | 133,082 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $52.77 M | 1 % | 86,173 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $52.29 M | 1 % | 549,626 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $52.22 M | 1 % | 1,188,986 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $52.01 M | 1 % | 357,070 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $52.01 M | 1 % | 100,406 | ||
AAPL APPLE INC | COM | 037833100 | $51.50 M | 1 % | 202,248 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $50.95 M | 1 % | 134,444 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | $44.82 M | 1 % | 149,196 |
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