Geneos Wealth Management Inc.

CIK

1764754

City

ENGLEWOOD

State / Country

Stock

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%

25 quarters · across all stocks

Compact Export CSV

20 of 20 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$35,590	500	-31.1%	Shares	Sole	2026-01-28
2025-09-30	$51,016	726	0.0%	Shares	Sole	2025-10-22
2025-06-30	$52,134	726	+0.1%	Shares	Sole	2025-08-18
2025-03-31	$49,292	725	+45.0%	Shares	Sole	2025-05-21
2024-12-31	$34,010	500	0.0%	Shares	Sole	2025-01-21
2024-09-30	$36,195	500	0.0%	Shares	Sole	2024-11-14
2024-06-30	$35,765	500	0.0%	Shares	Sole	2024-07-23
2024-03-31	$36,180	500	-52.6%	Shares	Sole	2024-05-03
2023-12-31	$77,943	1,055	+111.0%	Shares	Sole	2024-01-26
2023-09-30	$36,085	500	0.0%	Shares	Sole	2023-10-11
2023-06-30	$36,955	500	0.0%	Shares	Sole	2023-08-08
2023-03-31	$36,220	500	0.0%	Shares	Sole	2023-04-25
2022-12-31	$36,135	500	+150.0%	Shares	Sole	2023-01-31
2022-09-30	$14,174	200	0.0%	Shares	Sole	2022-11-14
2022-06-30	$15,194	200	0.0%	Shares	Sole	2022-07-22
2022-03-31	$15,652	200	+100.0%	Shares	Sole	2022-05-16
2021-12-31	$7,748	100	+100.0%	Shares	Sole	2022-02-09
2020-09-30	$3,697	50	0.0%	Shares	Sole	2021-09-07
2020-06-30	$3,629	50	0.0%	Shares	Sole	2021-09-07
2020-03-31	$3,504	50	—	Shares	Sole	2021-09-07
No quarters match your search.