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 5 of 153
464287309
IVW|464287309
Shares:
93356(+0.7%)
Value:
$8.7B(-7.9%)
808524201
SCHX|808524201
Shares:
387113(+236.4%)
Value:
$8.5B(+220.5%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
24059(+33.2%)
Value:
$8.5B(+37.3%)
FISERV INC
FI|337738108
Shares:
38273(+10.4%)
Value:
$8.5B(+18.7%)
33740F805
33740F805
Shares:
192342(+5.0%)
Value:
$8.4B(+7.1%)
PROGRESSIVE CORP/OH/
PGR|743315103
Shares:
29362(+12.2%)
Value:
$8.3B(+32.5%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
116358(+0.8%)
Value:
$8.2B(-0.4%)
92206C714
92206C714
Shares:
99708(-2.0%)
Value:
$8.2B(-0.4%)
464287408
IVE|464287408
Shares:
42556(-0.1%)
Value:
$8.1B(-0.3%)
33738R506
33738R506
Shares:
135455(+6.1%)
Value:
$7.9B(+5.1%)
808524748
808524748
Shares:
217166(-0.4%)
Value:
$7.9B(+5.6%)
46436E718
46436E718
Shares:
77672(-93.6%)
Value:
$7.8B(-93.5%)
46654Q609
46654Q609
Shares:
104030(-6.8%)
Value:
$7.7B(-15.1%)
ELI LILLY & Co
LLY|532457108
Shares:
9284(+8.2%)
Value:
$7.7B(+15.7%)
81369Y506
81369Y506
Shares:
81278(+48.8%)
Value:
$7.6B(+62.3%)
46435G219
46435G219
Shares:
167232(+2.6%)
Value:
$7.5B(+4.1%)
887432359
887432359
Shares:
177224(+1.4%)
Value:
$7.5B(+0.5%)
Uber Technologies, Inc
UBER|90353T100
Shares:
102706(+805.4%)
Value:
$7.5B(+993.6%)
FS KKR Capital Corp
FSK|302635206
Shares:
353522(+3.3%)
Value:
$7.4B(-0.3%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
94083(-4.9%)
Value:
$7.4B(+0.5%)