Geneos Wealth Management Inc. Banks—Regional

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.7B
$4.62 Million 0.12% of portfolio
267,464
Q3 2025 Added 2.6%
$67.6B
$1.09 Million 0.03% of portfolio
22,644
Q3 2025 Reduced 29.03%
$632M
$983,000 0.03% of portfolio
41,637
Q1 2025 Reduced 2.8%
$59.5B
$927,000 0.02% of portfolio
20,284
Q3 2025 Reduced 13.26%
$1.75B
$848,000 0.02% of portfolio
20,308
Q3 2025 Reduced 4.69%
$608M
$467,000 0.01% of portfolio
13,098
Q3 2025 Reduced 29.69%
$74.3B
$463,000 0.01% of portfolio
2,308
Q3 2025 Reduced 10.54%
$2.43B
$446,000 0.01% of portfolio
12,664
Q3 2025 Reduced 3.64%
$3.65B
$445,000 0.01% of portfolio
3,522
Q3 2025 Reduced 0.06%
$7.63B
$361,000 0.01% of portfolio
6,396
Q3 2025 Reduced 8.69%
$2.54B
$245,000 0.01% of portfolio
1,511
Q4 2024 New
$177M
$157,000 0.0% of portfolio
5,334
Q4 2023 Reduced 1.84%
$32.3B
$144,000 0.0% of portfolio
732
Q3 2025 Reduced 57.61%
$29.2B
$112,000 0.0% of portfolio
2,523
Q3 2025 Reduced 68.83%
$326M
$103,000 0.0% of portfolio
5,080
Q3 2025 Added 0.4%
$535M
$99,000 0.0% of portfolio
2,851
Q1 2023 New
$23.3B
$68,000 0.0% of portfolio
2,602
Q3 2025 Reduced 68.26%
$1.95B
$61,000 0.0% of portfolio
880
Q2 2023 Added 67.3%
$3.04B
$58,000 0.0% of portfolio
1,000
Q1 2025 Reduced 56.24%
$5.6B
$56,000 0.0% of portfolio
2,000
Q3 2025 Reduced 60.91%
$4.44B
$53,000 0.0% of portfolio
1,600
Q3 2025 Reduced 8.83%
$419M
$50,000 0.0% of portfolio
2,625
Q2 2025 Added 140.6%
$7.87B
$45,000 0.0% of portfolio
358
Q3 2025 Reduced 29.39%
$1.79B
$43,000 0.0% of portfolio
350
Q3 2025 Reduced 6.17%
$10.3B
$41,000 0.0% of portfolio
600
Q3 2025 Reduced 13.17%
$1.49B
$39,000 0.0% of portfolio
3,200
Q3 2025 Reduced 2.82%
$16.4B
$36,000 0.0% of portfolio
1,971
Q3 2025 Reduced 21.47%
$1.85B
$31,000 0.0% of portfolio
1,000
Q1 2025 Reduced 1.19%
$25.6B
$22,000 0.0% of portfolio
425
Q3 2025 Reduced 94.52%
$5.22B
$20,000 0.0% of portfolio
400
Q3 2025 Reduced 62.65%
$6.08B
$19,000 0.0% of portfolio
888
Q3 2025 Reduced 45.25%
$5.57B
$11,000 0.0% of portfolio
703
Q2 2025 Added 76.19%
$109B
$9,000 0.0% of portfolio
328
Q3 2025 Reduced 88.56%
$26.8B
$8,000 0.0% of portfolio
5
Q3 2025 Reduced 16.67%
$716M
$8,000 0.0% of portfolio
132
Q2 2022 Reduced 33.33%
$1.82B
$7,000 0.0% of portfolio
137
Q3 2025 Reduced 44.31%
$3.8B
$5,000 0.0% of portfolio
200
Q3 2025 Reduced 58.93%
$2.98B
$4,000 0.0% of portfolio
268
Q3 2025 New
$11B
$3,000 0.0% of portfolio
150
Q3 2025 Reduced 93.05%
$68.4B
$2,000 0.0% of portfolio
74
Q3 2025 Reduced 78.43%
$2.21B
$2,000 0.0% of portfolio
80
Q3 2025 Reduced 35.48%
$210M
$1,000 0.0% of portfolio
30
Q1 2022 New
$81.3B
$1,000 0.0% of portfolio
237
Q3 2025 Reduced 98.27%
$39.2B
$1,000 0.0% of portfolio
312
Q3 2025 Reduced 90.72%
$1.23B
$0 0.0% of portfolio
69
Q3 2025 Reduced 97.5%
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