Geneos Wealth Management Inc.

CIK

1764754

City

ENGLEWOOD

State / Country

Stock

Top Portfolio Positions

1,315 positions · $1,384,282,374 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	193,223	$125,660,645	9.08%
AAPL	Apple Inc. Technology	189,739	$48,153,860	3.48%
NSC	Norfolk Southern Corp Industrials	152,404	$43,739,948	3.16%
MSFT	Microsoft Corp Technology	100,681	$37,269,085	2.69%
QQQ	Invesco Qqq Trust, Series 1	58,980	$34,042,076	2.46%
BRK-B	Berkshire Hathaway Inc Financial Services	69,875	$33,484,100	2.42%
NVDA	Nvidia Corp Technology	187,638	$32,724,067	2.36%
XOM	Exxon Mobil Corp Energy	181,116	$30,728,140	2.22%
AMZN	Amazon Com Inc Consumer Cyclical	105,200	$21,910,004	1.58%
JPM	Jpmorgan Chase & Co Financial Services	73,064	$21,492,506	1.55%

25 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,559	1,172	0.0%	Shares	Sole	2026-05-05
2025-12-31	$10,899	1,172	0.0%	Shares	Sole	2026-01-28
2025-09-30	$11,227	1,172	-42.4%	Shares	Sole	2025-10-22
2025-06-30	$19,221	2,034	+39.6%	Shares	Sole	2025-08-18
2025-03-31	$13,433	1,457	+104.6%	Shares	Sole	2025-05-21
2024-12-31	$6,543	712	+21.5%	Shares	Sole	2025-01-21
2024-09-30	$5,613	586	0.0%	Shares	Sole	2024-11-14
2024-06-30	$5,262	586	0.0%	Shares	Sole	2024-07-23
2024-03-31	$5,467	586	0.0%	Shares	Sole	2024-05-03
2023-12-31	$5,531	586	0.0%	Shares	Sole	2024-01-26
2023-09-30	$5,332	586	0.0%	Shares	Sole	2023-10-11
2023-06-30	$5,426	586	0.0%	Shares	Sole	2023-08-08
2023-03-31	$5,361	586	0.0%	Shares	Sole	2023-04-25
2022-12-31	$5,742	586	0.0%	Shares	Sole	2023-01-31
2022-09-30	$5,051	586	0.0%	Shares	Sole	2022-11-14
2022-06-30	$5,608	586	0.0%	Shares	Sole	2022-07-22
2022-03-31	$6,100	586	0.0%	Shares	Sole	2022-05-16
2021-12-31	$7,746	586	+10.2%	Shares	Sole	2022-02-09
2021-03-31	$6,650	532	—	Shares	Sole	2021-06-17
No 13F history on record for this holder in this stock.