Geneos Wealth Management Inc.
Filing Details
13F-HR/A • 2025-03-31
Filing Details
13F-HR/A • 2025-03-31- 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% identified2,042 identified1,003 unidentified
Holdings
3,045 positions
Manager:
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Page 14 of 153
33740F243
Shares:
133419(+1.5%)
Value:
$2.7B(-3.7%)
33733E104
Shares:
30085(+1.6%)
Value:
$2.7B(+3.8%)
464287788
Shares:
23452(-3.7%)
Value:
$2.6B(-1.8%)
46138J577
Shares:
137463(+14.0%)
Value:
$2.5B(+15.2%)
464288661
Shares:
21527(+7.7%)
Value:
$2.5B(+10.2%)
78467V848
Shares:
62911(+1.1%)
Value:
$2.5B(+3.5%)
921935607
Shares:
19637(+89.0%)
Value:
$2.5B(+82.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip33740F243)✕ | 133.4K | YoY NEW(+133.4K) | All Managers (Combined) | $2.7M | YoY NEW(+$2.7M) |
(cusip33733E104)✕ | 30.1K | All Managers (Combined) | $2.7M | ||
43.5K | All Managers (Combined) | $2.7M | |||
17.7K | All Managers (Combined) | $2.7M | |||
16.6K | QoQ +0.14% (+24)YoY +0.09% (+16) | All Managers (Combined) | $2.7M | ||
(cusip464287788)✕ | 23.5K | All Managers (Combined) | $2.6M | ||
28.3K | All Managers (Combined) | $2.6M | |||
30.4K | All Managers (Combined) | $2.6M | |||
12.7K | All Managers (Combined) | $2.6M | |||
(cusip46138J577)✕ | 137.5K | All Managers (Combined) | $2.5M | ||
(cusip464288661)✕ | 21.5K | All Managers (Combined) | $2.5M | ||
(cusip78467V848)✕ | 62.9K | All Managers (Combined) | $2.5M | ||
536.0K | All Managers (Combined) | $2.5M | |||
8.1K | All Managers (Combined) | $2.5M | |||
19.9K | All Managers (Combined) | $2.5M | |||
(cusip921935607)✕ | 19.6K | All Managers (Combined) | $2.5M | ||
41.0K | All Managers (Combined) | $2.5M | |||
Coca Cola Co(KOcusip191216100) | 33.7K | All Managers (Combined) | $2.4M | ||
26.7K | All Managers (Combined) | $2.4M | |||
33.8K | All Managers (Combined) | $2.4M |