Geneos Wealth Management Inc.
Q1 2025 13F Holdings
- Locationenglewood, CO
- Num holdings
3,045
- Value ($000)
$2,985,961
- Date Filed05/21/2025
- Form typenew holdings
- CIK0001764754
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $86.32M | 3 % | 153,625 | ||
SPY SPDR S P 500 ETF TR | TR UNIT | 78462F103 | $72.96M | 2 % | 130,427 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $53.25M | 2 % | 568,519 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $43.93M | 2 % | 360,053 | ||
AAPL APPLE INC | COM | 037833100 | $41.72M | 1 % | 187,838 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $34.44M | 1 % | 91,736 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $32.67M | 1 % | 63,569 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $32.07M | 1 % | 100,966 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $30.55M | 1 % | 65,160 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $27.88M | 1 % | 545,827 |
Rows Per Page
10
- 10
- 50
- 100