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
Search and click to pin securities to the top
Page 2 of 153
14020G101
14020G101
Shares:
646511(+8.4%)
Value:
$22.1B(-0.1%)
AMAZON COM INC
AMZN|023135106
Shares:
114609(+8.0%)
Value:
$21.8B(-6.4%)
78464A854
SPLG|78464A854
Shares:
326788(+9.5%)
Value:
$21.5B(+4.5%)
46432F834
IXUS|46432F834
Shares:
306845(-0.8%)
Value:
$21.4B(+4.6%)
921937835
BND|921937835
Shares:
286607(+61.2%)
Value:
$21.1B(+64.6%)
808524300
SCHG|808524300
Shares:
792638(+315.3%)
Value:
$19.8B(+273.1%)
25434V708
DFAC|25434V708
Shares:
586332(+3.7%)
Value:
$19.3B(-1.1%)
922908769
VTI|922908769
Shares:
68646(-1.6%)
Value:
$18.9B(-6.7%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
153201(+79.1%)
Value:
$18.2B(+98.0%)
25434V625
25434V625
Shares:
286987(+3.6%)
Value:
$17.6B(-1.0%)
46432F842
IEFA|46432F842
Shares:
231581(+2.9%)
Value:
$17.5B(+10.8%)
47103U845
47103U845
Shares:
337894(+27.4%)
Value:
$17.1B(+27.4%)
808524755
FNDF|808524755
Shares:
459576(-0.7%)
Value:
$16.6B(+8.1%)
87283Q503
87283Q503
Shares:
459442(+197935.3%)
Value:
$16.2B(+188240.7%)
808524409
808524409
Shares:
584565(+356.2%)
Value:
$15.5B(+365.1%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
60947(+5.1%)
Value:
$15.0B(+7.5%)
922908736
VUG|922908736
Shares:
40229(+12.6%)
Value:
$14.9B(+1.8%)
NORFOLK SOUTHERN CORP
NSC|655844108
Shares:
61517(-4.9%)
Value:
$14.6B(-4.0%)
Arthur J. Gallagher & Co.
AJG|363576109
Shares:
42173(+131.3%)
Value:
$14.6B(+181.3%)
233051630
233051630
Shares:
524233(+5.1%)
Value:
$14.2B(+17.4%)