Geneos Wealth Management Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationenglewood, CO
- CIK0001764754
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
3,045 | $2.99 B | IVV, SPY, USMV, ITOT | NEW HOLDINGS | May 21, 2025 | 000176475425000011 | ||
3,071 | $3.96 B | IVV, SPY, AAPL, USMV | 13F-HR | May 7, 2025 | 000176475425000010 | ||
2,879 | $2.86 B | SGOV, SPY, IVV, USMV | 13F-HR | Jan 21, 2025 | 000176475425000001 | ||
2,557 | $2.62 B | SPY, IVV, USMV, ITOT | 13F-HR | Nov 14, 2024 | 000176475424000005 | ||
2,053 | $2.25 B | SPY, IVV, USMV, ITOT | 13F-HR | Jul 23, 2024 | 000176475424000004 | ||
2,121 | $2.18 B | IVV, SPY, USMV, ITOT | 13F-HR | May 3, 2024 | 000176475424000003 | ||
2,089 | $2.02 B | IVV, SPY, USMV, ITOT | 13F-HR | Jan 26, 2024 | 000176475424000001 | ||
2,091 | $1.94 B | IVV, SPY, USMV, AAPL | 13F-HR | Oct 11, 2023 | 000176475423000005 | ||
2,069 | $1.91 B | IVV, SPY, USMV, ITOT | 13F-HR | Aug 8, 2023 | 000176475423000003 | ||
2,041 | $1.65 B | IVV, SPY, USMV, ITOT | 13F-HR | Apr 25, 2023 | 000176475423000002 | ||
2,014 | $1.65 B | IVV, IJR, USMV, SPY | 13F-HR | Jan 31, 2023 | 000176475423000001 | ||
2,050 | $1.45 B | IVV, SPY, IJR, USMV | 13F-HR | Nov 14, 2022 | 000176475422000005 | ||
2,672 | $2.02 B | IVV, AAPL, SPY, IJR | 13F-HR | Jul 22, 2022 | 000176475422000004 | ||
2,822 | $2.33 B | AAPL, IVV, SPY, IJR | 13F-HR | May 16, 2022 | 000176475422000003 | ||
2,759 | $2.63 B | AAPL, IVV, SPY, IJR | 13F-HR | Feb 9, 2022 | 000176475422000002 | ||
2,830 | $2.61 B | IVV, AAPL, IJR, SPY | 13F-HR | Nov 9, 2021 | 000176475421000026 | ||
2,842 | $2.56 B | IVV, AAPL, IJR, SSO | 13F-HR | Jul 8, 2021 | 000176475421000004 | ||
3,117 | $3.58 B | IVV, AAPL, VTI, SPYV | 13F-HR | Jun 17, 2021 | 000176475421000003 | ||
2,879 | $2.49 B | IVV, AAPL, UYG, IJR | 13F-HR | May 19, 2021 | 000176475421000001 | ||
2,626 | $1.93 B | IVV, AAPL, GOVT, USIG | 13F-HR | Sep 7, 2021 | 000176475421000023 | ||
2,560 | $1.80 B | IVV, AAPL, GOVT, AGG | 13F-HR | Sep 7, 2021 | 000176475421000022 | ||
2,468 | $1.49 B | IVV, MINT, AAPL, USMV | 13F-HR | Sep 7, 2021 | 000176475421000021 | ||
2,541 | $1.87 B | IVV, USMV, AAPL, SPY | 13F-HR | Sep 7, 2021 | 000176475421000020 | ||
2,484 | $1.67 B | IVV, USMV, SPY, AAPL | 13F-HR | Sep 7, 2021 | 000176475421000019 | ||
2,487 | $1.61 B | IVV, USMV, SPY, AAPL | 13F-HR | Sep 7, 2021 | 000176475421000018 | ||
2,397 | $1.52 B | IVV, SPY, AAPL, XOM | 13F-HR | Sep 7, 2021 | 000176475421000017 | ||
2,376 | $1.35 B | IVV, SPY, AAPL, XOM | 13F-HR | Sep 7, 2021 | 000176475421000016 | ||
2,405 | $1.50 B | IVV, SPY, AAPL, XOM | 13F-HR | Sep 7, 2021 | 000176475421000015 | ||
2,252 | $1.28 B | IVV, BUFF, XOM, AAPL | 13F-HR | Sep 7, 2021 | 000176475421000014 | ||
2,163 | $1.15 B | IVV, AAPL, XOM, IJH | 13F-HR | Sep 7, 2021 | 000176475421000013 | ||
2,163 | $1.12 B | IVV, XOM, AAPL, IJH | 13F-HR | Sep 7, 2021 | 000176475421000012 | ||
2,112 | $1.01 B | IVV, XOM, AAPL, T | 13F-HR | Sep 7, 2021 | 000176475421000011 | ||
2,065 | $974.85 M | IVV, XOM, AAPL, IJH | 13F-HR | Sep 7, 2021 | 000176475421000010 | ||
2,054 | $961.57 M | IVV, XOM, AAPL, IJH | 13F-HR | Sep 7, 2021 | 000176475421000009 | ||
2,044 | $758.01 M | XOM, AAPL, T, IVV | 13F-HR | Sep 7, 2021 | 000176475421000008 | ||
1,968 | $742.67 M | XOM, AAPL, T, IVV | 13F-HR | Sep 7, 2021 | 000176475421000007 | ||
1,799 | $689.23 M | XOM, AAPL, T, IVV | 13F-HR | Sep 7, 2021 | 000176475421000006 | ||
1,783 | $654.10 M | XOM, AAPL, T, GE | 13F-HR | Sep 7, 2021 | 000176475421000005 |