Geneos Wealth Management
$4.3B Assets Reported
2,575 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 207,500 | $136M | 3.1% |
| SPY | SPDR S P 500 ETF TR | 193,223 | $126M | 2.9% |
| USMV | ISHARES TR | 1,143,557 | $106M | 2.5% |
| ITOT | ISHARES TR | 731,384 | $104M | 2.4% |
| VOO | VANGUARD INDEX FDS | 120,886 | $72M | 1.7% |
| VNLA | JANUS DETROIT STR TR | 1,320,952 | $65M | 1.5% |
| IWV | ISHARES TR | 170,528 | $63M | 1.5% |
| SPYM | SPDR SER TR | 703,341 | $54M | 1.2% |
| AAPL | APPLE INC | 189,739 | $48M | 1.1% |
| NSC | NORFOLK SOUTHN CORP | 152,404 | $44M | 1.0% |
Track Geneos Wealth Management's 13F portfolio: $4.3B in reported holdings, 2,575 positions. Top holdings, AUM, and quarterly changes on SentiSense.