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Geneos Wealth Management Inc.

Q4 2025 13F Holdings

  • Location
    englewood, CO
  • Num holdings

    2,459

  • Value ($000)

    $4,088,444

  • Date Filed
    01/28/2026
  • Form type
    13F-HR
  • CIK
    0001764754
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$134.96M
3 %

197,046

S
SPY

SPDR S P 500 ETF TR

TR UNIT
78462F103
$96.77M
2 %

141,906

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$67.36M
2 %

107,407

I
IWV

ISHARES TR

RUSSELL 3000 ETF
464287689
$60.69M
2 %

156,881

A
AAPL

APPLE INC

COM
037833100
$54.37M
1 %

200,004

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$54.03M
1 %

573,795

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$53.96M
1 %

362,878

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$53.41M
1 %

1,201,039

M
MSFT

MICROSOFT CORP

COM
594918104
$49.72M
1 %

102,806

K
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$44.28M
1 %

552,035

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