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 4 of 153
JOHNSON & JOHNSON
JNJ|478160104
Shares:
65053(+4.9%)
Value:
$10.8B(+20.3%)
Broadcom Inc.
AVGO|11135F101
Shares:
64130(+27.9%)
Value:
$10.7B(-7.7%)
85207K107
85207K107
Shares:
924566(+0.0%)
Value:
$10.7B(+20.2%)
922908512
VOE|922908512
Shares:
66455(-0.8%)
Value:
$10.7B(-1.5%)
46429B267
46429B267
Shares:
464041(+0.7%)
Value:
$10.7B(+0.7%)
78463X509
78463X509
Shares:
269684(+3.8%)
Value:
$10.6B(+6.5%)
Elevance Health, Inc.
ELV|036752103
Shares:
24262(+4.0%)
Value:
$10.6B(+22.7%)
69344A107
69344A107
Shares:
210692(+36.7%)
Value:
$10.5B(+37.2%)
69374H881
69374H881
Shares:
188506(+1.6%)
Value:
$10.3B(-1.4%)
69374H105
69374H105
Shares:
196669(-41.9%)
Value:
$10.1B(-44.0%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
10664(+5.9%)
Value:
$10.1B(+9.3%)
25434V799
25434V799
Shares:
356766(+4.5%)
Value:
$9.9B(+12.3%)
INSULET CORP
PODD|45784P101
Shares:
35518(+17.9%)
Value:
$9.3B(+18.6%)
HOME DEPOT, INC.
HD|437076102
Shares:
25078(+14.0%)
Value:
$9.2B(+7.4%)
78468R663
78468R663
Shares:
100129(+22.6%)
Value:
$9.2B(+23.0%)
VISA INC.
V|92826C839
Shares:
26120(+2.6%)
Value:
$9.2B(+13.7%)
69374H303
69374H303
Shares:
128787(+2.0%)
Value:
$9.1B(-2.1%)
464289438
464289438
Shares:
42674(-18.5%)
Value:
$9.0B(-26.9%)
46429B689
EFAV|46429B689
Shares:
115049(+4.2%)
Value:
$9.0B(+14.8%)
92203J407
BNDX|92203J407
Shares:
178668(+82.5%)
Value:
$8.7B(+81.7%)