Geneos Wealth Management Inc.
Q4 2024 13F Holdings
- Locationenglewood, CO
- Num holdings
2,879
- Value ($000)
$2,855,084
- Date Filed01/21/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $121.03 M | 4 % | 1,206,424 | ||
SPY SPDR S P 500 ETF TR | TR UNIT | 78462F103 | $93.28 M | 3 % | 159,157 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $84.19 M | 3 % | 143,020 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $49.19 M | 2 % | 554,003 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $45.93 M | 2 % | 357,122 | ||
AAPL APPLE INC | COM | 037833100 | $40.33 M | 1 % | 161,066 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $35.86 M | 1 % | 85,078 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $35.42 M | 1 % | 105,967 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $31.83 M | 1 % | 59,077 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $30.94 M | 1 % | 333,695 |
Rows Per Page
10
- 10
- 50
- 100