Geneos Wealth Management Inc.
Q2 2025 13F Holdings
- Locationenglewood, CO
- Num holdings
3,109
- Value ($000)
$4,093,135
- Date Filed08/18/2025
- Form type13F-HR
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $122.61M | 3 % | 197,471 | ||
SPY SPDR S P 500 ETF TR | TR UNIT | 78462F103 | $83.56M | 2 % | 135,236 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $60.54M | 2 % | 121,719 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $52.63M | 1 % | 560,626 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $49.15M | 1 % | 363,986 | ||
AAPL APPLE INC | COM | 037833100 | $48.58M | 1 % | 236,784 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $45.86M | 1 % | 130,645 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $45.76M | 1 % | 80,553 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $43.49M | 1 % | 78,832 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $41.06M | 1 % | 259,898 |
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