Geneos Wealth Management Inc.

CIK

1764754

City

ENGLEWOOD

State / Country

Stock

Top Portfolio Positions

1,315 positions · $1,375,885,241 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	9.13%
AAPL	Apple Inc. Technology	189,739	$48,153,860	3.50%
NSC	Norfolk Southern Corp Industrials	152,404	$43,739,948	3.18%
MSFT	Microsoft Corp Technology	100,681	$37,269,085	2.71%
QQQ	Invesco Qqq Trust, Series 1	58,980	$34,042,076	2.47%
BRK-B	Berkshire Hathaway Inc Financial Services	69,875	$33,484,100	2.43%
NVDA	Nvidia Corp Technology	187,638	$32,724,067	2.38%
XOM	Exxon Mobil Corp Energy	181,116	$30,728,140	2.23%
AMZN	Amazon Com Inc Consumer Cyclical	105,200	$21,910,004	1.59%
JPM	Jpmorgan Chase & Co Financial Services	73,064	$21,492,506	1.56%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,999	1,265	+24.6%	Shares	Sole	2026-05-05
2025-12-31	$17,762	1,015	0.0%	Shares	Sole	2026-01-28
2025-09-30	$18,087	1,015	0.0%	Shares	Sole	2025-10-22
2025-06-30	$17,255	1,015	0.0%	Shares	Sole	2025-08-18
2025-03-31	$17,031	1,015	-24.4%	Shares	Sole	2025-05-21
2024-12-31	$22,428	1,343	+32.3%	Shares	Sole	2025-01-21
2024-09-30	$17,549	1,015	0.0%	Shares	Sole	2024-11-14
2024-06-30	$15,773	1,015	-10.6%	Shares	Sole	2024-07-23
2024-03-31	$17,547	1,135	-29.7%	Shares	Sole	2024-05-03
2023-12-31	$23,498	1,615	0.0%	Shares	Sole	2024-01-26
2023-09-30	$22,109	1,615	0.0%	Shares	Sole	2023-10-11
2023-06-30	$23,207	1,615	0.0%	Shares	Sole	2023-08-08
2023-03-31	$23,740	1,615	0.0%	Shares	Sole	2023-04-25
2022-12-31	$25,500	1,615	-49.4%	Shares	Sole	2023-01-31
2022-09-30	$49,844	3,189	-85.7%	Shares	Sole	2022-11-14
2022-06-30	$399,157	22,262	-3.8%	Shares	Sole	2022-07-22
2022-03-31	$461,814	23,137	-10.7%	Shares	Sole	2022-05-16
2021-12-31	$590,238	25,899	-11.9%	Shares	Sole	2022-02-09
2021-09-30	$704,820	29,392	-6.8%	Shares	Sole	2021-11-09
2021-06-30	$769,744	31,534	-1.2%	Shares	Sole	2021-07-08
2021-03-31	$778,699	31,927	0.0%	Shares	Sole	2021-06-17
2020-12-31	$755,712	31,927	-0.2%	Shares	Sole	2021-05-19
2020-09-30	$684,735	31,997	0.0%	Shares	Sole	2021-09-07
2020-06-30	$634,500	31,997	+1.4%	Shares	Sole	2021-09-07
2020-03-31	$520,773	31,562	—	Shares	Sole	2021-09-07
No 13F history on record for this holder in this stock.