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 8 of 153
97717W851
Shares:
47832(-4.2%)
Value:
$5.3B(-4.3%)
33738R605
Shares:
91016(-2.3%)
Value:
$5.0B(-9.2%)
81369Y860
Shares:
117345(-7.7%)
Value:
$4.9B(-5.1%)
46641Q837
Shares:
94278(+5.1%)
Value:
$4.8B(+5.7%)
78468R606
Shares:
203097(+150.8%)
Value:
$4.8B(+150.3%)
33738D309
Shares:
103841(+358.8%)
Value:
$4.7B(+352.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Adobe Inc.(ADBEcusip00724F101) | 13.8K | All Managers (Combined) | $5.3M | ||
(cusip97717W851)✕ | 47.8K | All Managers (Combined) | $5.3M | ||
184.6K | QoQ -0.22% (-410)YoY -0.21% (-404) | All Managers (Combined) | $5.3M | ||
9.6K | All Managers (Combined) | $5.2M | |||
Caterpillar Inc(CATcusip149123101) | 15.7K | QoQ +4.75% (-712)YoY -1.16% (-185) | All Managers (Combined) | $5.2M | |
978.6K | All Managers (Combined) | $5.1M | |||
82.8K | All Managers (Combined) | $5.0M | |||
8.0K | All Managers (Combined) | $5.0M | |||
Accenture Plc(ACNcusipG1151C101) | 16.1K | All Managers (Combined) | $5.0M | ||
(cusip33738R605)✕ | 91.0K | All Managers (Combined) | $5.0M | ||
Medtronic Plc(MDTcusipG5960L103) | 55.4K | All Managers (Combined) | $5.0M | ||
38.5K | All Managers (Combined) | $5.0M | |||
(cusip81369Y860)✕ | 117.3K | All Managers (Combined) | $4.9M | ||
16.5K | All Managers (Combined) | $4.9M | |||
(cusip46641Q837)✕ | 94.3K | All Managers (Combined) | $4.8M | ||
(cusip78468R606)✕ | 203.1K | All Managers (Combined) | $4.8M | ||
(cusip33738D309)✕ | 103.8K | All Managers (Combined) | $4.7M | ||
108.0K | All Managers (Combined) | $4.7M | |||
Salesforce, Inc.(CRMcusip79466L302) | 17.5K | All Managers (Combined) | $4.7M | ||
200.6K | All Managers (Combined) | $4.7M |