Geneos Wealth Management Inc.
CIK
1764754
City
ENGLEWOOD
State / Country
CO
Top Portfolio Positions
1,310 positions ·
$1,346,799,907 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 | 9.33% |
| AAPL |
Apple Inc.
Technology
|
189,739 | $48,153,860 | 3.58% |
| NSC |
Norfolk Southern Corp
Industrials
|
152,404 | $43,739,948 | 3.25% |
| MSFT |
Microsoft Corp
Technology
|
100,681 | $37,269,085 | 2.77% |
| QQQ |
Invesco Qqq Trust, Series 1
|
58,980 | $34,042,076 | 2.53% |
| NVDA |
Nvidia Corp
Technology
|
187,638 | $32,724,067 | 2.43% |
| XOM |
Exxon Mobil Corp
Energy
|
181,116 | $30,728,140 | 2.28% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
105,200 | $21,910,004 | 1.63% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
73,064 | $21,492,506 | 1.60% |
| GOOGL |
Alphabet Inc.
Communication Services
|
73,932 | $21,259,885 | 1.58% |
Holdings in FFC
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,167 | 3,045 | Shares | Sole | 2026-05-05 | |
| No quarters match your search. | ||||||