Geneos Wealth Management Inc.

Filing Details

13F-HR/A • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-21
Total Holdings
3,045
Total Value
2985961176
Accession Number
0001764754-25-000011
Form Type
13F-HR/A
CIK
0001764754
Manager Name
Geneos Wealth Management Inc.
Data Enrichment
67% identified
2,042 identified1,003 unidentified

Holdings

3,045 positions
Manager:
SEC
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Page 12 of 153
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
13327(+8.3%)
Value:
$3.3B(+22.5%)
46434V407
46434V407
Shares:
77863(+10.1%)
Value:
$3.3B(+9.8%)
HOULIHAN LOKEY, INC.
HLI|441593100
Shares:
20486(+15.2%)
Value:
$3.3B(+7.1%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
19361(+11.8%)
Value:
$3.3B(+13.6%)
46432F339
QUAL|46432F339
Shares:
19209(-10.7%)
Value:
$3.3B(-14.3%)
NIKE, Inc.
NKE|654106103
Shares:
51662(+15.4%)
Value:
$3.3B(-3.1%)
46138J825
46138J825
Shares:
158367(+13.8%)
Value:
$3.3B(+13.9%)
EQUINIX INC
EQIX|29444U700
Shares:
4003(+68.1%)
Value:
$3.3B(+45.4%)
464287168
DVY|464287168
Shares:
24196(-10.0%)
Value:
$3.2B(-7.9%)
33734H106
33734H106
Shares:
72016(-1.5%)
Value:
$3.2B(+0.7%)
922908595
VBK|922908595
Shares:
12754(+80.0%)
Value:
$3.2B(+61.9%)
464288885
EFG|464288885
Shares:
32012(-1.3%)
Value:
$3.2B(+1.9%)
78464A839
78464A839
Shares:
41048(-0.6%)
Value:
$3.2B(-4.5%)
78464A359
78464A359
Shares:
41235(-15.2%)
Value:
$3.2B(-16.6%)
81369Y209
81369Y209
Shares:
21571(+224.5%)
Value:
$3.1B(+244.4%)
46654Q708
46654Q708
Shares:
56636(+24.0%)
Value:
$3.1B(+17.5%)
Trade Desk, Inc.
TTD|88339J105
Shares:
56413(+60.2%)
Value:
$3.1B(-25.4%)
922908751
VB|922908751
Shares:
13857(+30.5%)
Value:
$3.1B(+20.4%)
33740U778
33740U778
Shares:
127203(+12.7%)
Value:
$3.0B(+9.4%)
464287432
464287432
Shares:
33235(-34.7%)
Value:
$3.0B(-31.9%)