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 4 of 153
85207K107
Shares:
924566(+0.0%)
Value:
$10.7B(+20.2%)
46429B267
Shares:
464041(+0.7%)
Value:
$10.7B(+0.7%)
78463X509
Shares:
269684(+3.8%)
Value:
$10.6B(+6.5%)
69344A107
Shares:
210692(+36.7%)
Value:
$10.5B(+37.2%)
69374H881
Shares:
188506(+1.6%)
Value:
$10.3B(-1.4%)
69374H105
Shares:
196669(-41.9%)
Value:
$10.1B(-44.0%)
25434V799
Shares:
356766(+4.5%)
Value:
$9.9B(+12.3%)
78468R663
Shares:
100129(+22.6%)
Value:
$9.2B(+23.0%)
69374H303
Shares:
128787(+2.0%)
Value:
$9.1B(-2.1%)
464289438
Shares:
42674(-18.5%)
Value:
$9.0B(-26.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
65.1K | All Managers (Combined) | $10.8M | |||
Broadcom Inc.(AVGOcusip11135F101) | 64.1K | All Managers (Combined) | $10.7M | ||
(cusip85207K107)✕ | 924.6K | All Managers (Combined) | $10.7M | ||
66.5K | QoQ -0.78% (-523)YoY -1.08% (-726) | All Managers (Combined) | $10.7M | ||
(cusip46429B267)✕ | 464.0K | All Managers (Combined) | $10.7M | ||
(cusip78463X509)✕ | 269.7K | All Managers (Combined) | $10.6M | ||
24.3K | All Managers (Combined) | $10.6M | |||
(cusip69344A107)✕ | 210.7K | All Managers (Combined) | $10.5M | ||
(cusip69374H881)✕ | 188.5K | All Managers (Combined) | $10.3M | ||
(cusip69374H105)✕ | 196.7K | All Managers (Combined) | $10.1M | ||
10.7K | All Managers (Combined) | $10.1M | |||
(cusip25434V799)✕ | 356.8K | YoY NEW(+356.8K) | All Managers (Combined) | $9.9M | YoY NEW(+$9.9M) |
Insulet Corp(PODDcusip45784P101) | 35.5K | YoY NEW(+35.5K) | All Managers (Combined) | $9.3M | YoY NEW(+$9.3M) |
Home Depot, Inc.(HDcusip437076102) | 25.1K | All Managers (Combined) | $9.2M | ||
(cusip78468R663)✕ | 100.1K | All Managers (Combined) | $9.2M | ||
26.1K | All Managers (Combined) | $9.2M | |||
(cusip69374H303)✕ | 128.8K | All Managers (Combined) | $9.1M | ||
(cusip464289438)✕ | 42.7K | All Managers (Combined) | $9.0M | ||
115.0K | All Managers (Combined) | $9.0M | |||
178.7K | All Managers (Combined) | $8.7M |