Geneos Wealth Management
$4.9B 13F equity value
2,553 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Geneos Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 215,810 | $162M | 3.3% |
| SPY | SPDR S P 500 ETF TR | 179,069 | $134M | 2.7% |
| ITOT | ISHARES TR | 703,221 | $116M | 2.4% |
| USMV | ISHARES TR | 1,177,268 | $114M | 2.3% |
| VOO | VANGUARD INDEX FDS | 151,524 | $104M | 2.1% |
| IWV | ISHARES TR | 167,834 | $72M | 1.5% |
| VNLA | JANUS DETROIT STR TR | 1,352,974 | $66M | 1.3% |
| SPYM | SPDR SER TR | 676,322 | $59M | 1.2% |
| AAPL | APPLE INC | 203,493 | $59M | 1.2% |
| SGOV | ISHARES TR | 493,129 | $50M | 1.0% |
Track Geneos Wealth Management's 13F portfolio: $4.9B in reported holdings, 2,553 positions. Top holdings and quarterly changes on SentiSense.
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