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 13 of 153
33740U760
33740U760
Shares:
134734(+14.0%)
Value:
$3.0B(+14.1%)
69374H725
69374H725
Shares:
71344(+4.6%)
Value:
$3.0B(-4.5%)
46138J783
46138J783
Shares:
153551(+16.6%)
Value:
$3.0B(+17.2%)
66537J796
66537J796
Shares:
14525(-0.7%)
Value:
$3.0B(-4.3%)
ORACLE CORP
ORCL|68389X105
Shares:
21338(-0.1%)
Value:
$3.0B(-16.1%)
464288786
464288786
Shares:
21484(+113.4%)
Value:
$3.0B(+132.5%)
921908844
VIG|921908844
Shares:
15084(+8.0%)
Value:
$2.9B(+7.0%)
46138E420
46138E420
Shares:
61540(+8.3%)
Value:
$2.9B(+5.9%)
78464A375
78464A375
Shares:
87234(+4.1%)
Value:
$2.9B(+5.6%)
09661T206
09661T206
Shares:
30282(+1.5%)
Value:
$2.9B(-4.5%)
808524870
808524870
Shares:
107448(+272.9%)
Value:
$2.9B(+288.1%)
33740U752
33740U752
Shares:
95276(+2.4%)
Value:
$2.8B(-2.7%)
Phillips Edison & Company, Inc.
PECO|71844V201
Shares:
77612(+442.5%)
Value:
$2.8B(+428.4%)
66538H591
66538H591
Shares:
55379(+4.5%)
Value:
$2.8B(-3.0%)
VALERO ENERGY CORP/TX
VLO|91913Y100
Shares:
21346(+2.5%)
Value:
$2.8B(+10.4%)
14020Y409
14020Y409
Shares:
108945(+418919.2%)
Value:
$2.8B(+421469.7%)
464286525
ACWV|464286525
Shares:
23665(+152.4%)
Value:
$2.8B(+169.0%)
921946885
921946885
Shares:
42837(+161.8%)
Value:
$2.8B(+166.1%)
46138J643
46138J643
Shares:
133966(+11.5%)
Value:
$2.7B(+12.7%)
78464A607
78464A607
Shares:
27312(+9.4%)
Value:
$2.7B(+9.7%)