Geneos Wealth Management Inc. Portfolio Holdings
Geneos Wealth Management Inc.
- $3.85 Billion
- Q4 2025
Geneos Wealth Management Inc. has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $3.85 Billion distributed in 2459 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $133M, Spdr S&P 500 ETF Trust with a value of $94.5M, Vanguard Index Fds S&P 500 ETF with a value of $66.4M, Ishares Russell 3000 ETF with a value of $59.7M, and Ishares Msci Usa Min Vol Facto with a value of $54.1M.
Examining the 13F form we can see an increase of $85.9M in the current position value, from $3.77B to 3.85B.
Below you can find more details about Geneos Wealth Management Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,459
- Current Value $3.85 Billion
- Prior Value $3.77 Billion
- Filing
- Period Q4 2025
- Filing Date January 28, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 119 stocks
- Additional Purchases 746 stocks
- Sold out of 0 stocks
- Reduced holdings in 616 stocks