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 6 of 153
464288588
464288588
Shares:
77607(-9.0%)
Value:
$7.3B(-7.0%)
46138E354
46138E354
Shares:
96190(+8.3%)
Value:
$7.2B(+15.6%)
46641Q761
46641Q761
Shares:
125381(+10.9%)
Value:
$7.1B(+9.3%)
CHEVRON CORP
CVX|166764100
Shares:
42143(+7.1%)
Value:
$7.1B(+23.6%)
Fortinet, Inc.
FTNT|34959E109
Shares:
73186(+40.7%)
Value:
$7.0B(+43.4%)
46434G103
IEMG|46434G103
Shares:
130443(+52.0%)
Value:
$7.0B(+57.1%)
78464A300
78464A300
Shares:
87797(-1.1%)
Value:
$6.9B(-11.2%)
808524706
808524706
Shares:
247520(+0.2%)
Value:
$6.8B(+3.9%)
AbbVie Inc.
ABBV|00287Y109
Shares:
32164(+0.8%)
Value:
$6.7B(+18.8%)
Walt Disney Co
DIS|254687106
Shares:
68229(+160.6%)
Value:
$6.7B(+131.0%)
Tesla, Inc.
TSLA|88160R101
Shares:
25301(+27.8%)
Value:
$6.6B(-18.0%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
143648(-11.3%)
Value:
$6.5B(+0.7%)
33740F888
33740F888
Shares:
262139(+5.3%)
Value:
$6.5B(+5.7%)
90214Q733
90214Q733
Shares:
391891(-6.9%)
Value:
$6.5B(-11.2%)
92189H748
92189H748
Shares:
119467(+1146.5%)
Value:
$6.3B(+1148.2%)
464287226
464287226
Shares:
63651(-43.2%)
Value:
$6.3B(-42.0%)
33739Q200
33739Q200
Shares:
127647(+1.7%)
Value:
$6.3B(+2.7%)
464287804
IJR|464287804
Shares:
59244(-0.7%)
Value:
$6.2B(-9.9%)
464287655
IWM|464287655
Shares:
30828(+4.0%)
Value:
$6.1B(-6.1%)
922907746
VTEB|922907746
Shares:
122326(+74.8%)
Value:
$6.1B(+73.0%)