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 15 of 153
33737J802
Shares:
42559(+9.9%)
Value:
$2.4B(+9.5%)
47103U753
Shares:
48151(+118.5%)
Value:
$2.3B(+116.4%)
464288687
Shares:
73707(-4.2%)
Value:
$2.3B(-6.3%)
33738D408
Shares:
54069(+7.3%)
Value:
$2.2B(+6.5%)
46654Q203
Shares:
42179(-4.0%)
Value:
$2.2B(-11.9%)
78464A821
Shares:
27355(-0.1%)
Value:
$2.2B(-8.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
41.3K | All Managers (Combined) | $2.4M | |||
337.4K | YoY NEW(+337.4K) | All Managers (Combined) | $2.4M | YoY NEW(+$2.4M) | |
(cusip33737J802)✕ | 42.6K | All Managers (Combined) | $2.4M | ||
(cusip47103U753)✕ | 48.2K | YoY NEW(+48.2K) | All Managers (Combined) | $2.3M | YoY NEW(+$2.3M) |
4.7K | All Managers (Combined) | $2.3M | |||
8.7K | All Managers (Combined) | $2.3M | |||
(cusip464288687)✕ | 73.7K | All Managers (Combined) | $2.3M | ||
4.2K | All Managers (Combined) | $2.2M | |||
(cusip33738D408)✕ | 54.1K | All Managers (Combined) | $2.2M | ||
Cummins Inc(CMIcusip231021106) | 7.1K | QoQ +1.05% (-74)YoY +5.68% (+380) | All Managers (Combined) | $2.2M | |
8.2K | All Managers (Combined) | $2.2M | |||
52.6K | All Managers (Combined) | $2.2M | |||
16.5K | All Managers (Combined) | $2.2M | |||
(cusip46654Q203)✕ | 42.2K | YoY NEW(+42.2K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
35.3K | All Managers (Combined) | $2.2M | |||
(cusip78464A821)✕ | 27.4K | All Managers (Combined) | $2.2M | ||
109.5K | All Managers (Combined) | $2.2M | |||
8.4K | QoQ +2.65% (-218)YoY +8.49% (+660) | All Managers (Combined) | $2.2M | ||
Pepsico Inc(PEPcusip713448108) | 14.2K | All Managers (Combined) | $2.1M | ||
12.3K | All Managers (Combined) | $2.1M |