Geneos Wealth Management

Latest statistics and disclosures from Geneos Wealth Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Geneos Wealth Management

Geneos Wealth Management holds 2014 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Geneos Wealth Management has 2014 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 4.6 $76M -9% 196k 384.21
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $39M 414k 94.64
Ishares Tr Msci Usa Min Vol (USMV) 2.2 $36M +18% 495k 72.10
Spdr S P 500 Etf Tr Tr Unit (SPY) 2.0 $33M -33% 87k 382.43
Ishares Tr Core S&p Ttl Stk (ITOT) 1.9 $31M +33% 368k 84.80
Apple (AAPL) 1.8 $29M -54% 225k 129.93
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.7 $28M 413k 66.58
Ishares Tr Core Msci Total (IXUS) 1.6 $27M +5% 470k 57.88
Ishares Tr Russell 3000 Etf (IWV) 1.6 $26M 117k 220.68
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $22M -2% 293k 74.32
Ishares Tr Us Treas Bd Etf (GOVT) 1.3 $21M -4% 931k 22.72
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.2 $20M -3% 431k 46.44
Microsoft Corporation (MSFT) 1.2 $20M -38% 83k 239.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $17M +23% 227k 75.54

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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 1.0 $17M +4% 580k 29.07
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 1.0 $17M -32% 407k 40.46
First Tr Exchange Traded Lunt Us Factor (FCTR) 0.9 $15M -34% 527k 27.90
Ishares Tr Core Msci Eafe (IEFA) 0.8 $13M -2% 208k 61.64
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $13M -4% 89k 141.25
Ishares Tr Usd Inv Grde Etf (USIG) 0.8 $13M -4% 254k 49.11
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $11M +22% 291k 38.89
Norfolk Southern (NSC) 0.7 $11M -6% 45k 246.42
Ishares Tr Russell 2000 Etf (IWM) 0.7 $11M +205% 63k 174.36
Amazon (AMZN) 0.6 $11M -17% 126k 84.00
Broadcom (AVGO) 0.6 $11M +32% 19k 559.12
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.6 $10M +7% 326k 31.26
Anthem (ELV) 0.6 $10M -19% 20k 512.98
Ishares Tr Msci Eafe Etf (EFA) 0.6 $9.9M 151k 65.64
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.6 $9.7M +8% 206k 47.29
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $9.6M +18% 325k 29.69
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $9.6M -54% 151k 63.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $9.2M -22% 48k 191.19
Merck & Co (MRK) 0.5 $8.9M -11% 80k 110.95
Exxon Mobil Corporation (XOM) 0.5 $8.9M -64% 80k 110.30
Alphabet Cap Stk Cl C (GOOG) 0.5 $8.7M +1477% 98k 88.73
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $8.5M +206% 289k 29.38
Sprott Physical Silver Tr Tr Unit (PSLV) 0.5 $8.2M -3% 993k 8.24
JPMorgan Chase & Co. (JPM) 0.4 $7.3M -37% 55k 134.10
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $7.3M +19% 145k 50.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $7.3M -49% 24k 308.90
Ishares Tr Mbs Etf (MBB) 0.4 $7.3M -6% 79k 92.75
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $7.2M +719% 156k 46.25
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $7.2M -26% 144k 50.13
Verizon Communications (VZ) 0.4 $7.1M -13% 181k 39.40
Marathon Petroleum Corp (MPC) 0.4 $6.9M 59k 116.39
Select Sector Spdr Tr Energy (XLE) 0.4 $6.8M -23% 78k 87.47
First Tr Exchange Traded Cap Strength Etf (FTCS) 0.4 $6.8M +16% 91k 74.95
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.4 $6.8M +9% 145k 46.55
Gilead Sciences (GILD) 0.4 $6.7M +10% 78k 85.85
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $6.7M +276252% 133k 50.27
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $6.6M +1466% 102k 64.91
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $6.6M -55% 68k 96.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $6.5M -44% 43k 151.65
Johnson & Johnson (JNJ) 0.4 $6.5M -41% 37k 176.65
Chevron Corporation (CVX) 0.4 $6.4M -54% 36k 179.49
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $6.3M -7% 46k 135.85
CVS Caremark Corporation (CVS) 0.4 $6.3M +17% 68k 93.19
Bristol Myers Squibb (BMY) 0.4 $6.3M +7% 87k 71.95
Abbvie (ABBV) 0.4 $6.2M -33% 39k 161.61
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $6.2M +5% 263k 23.67
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $6.1M +10% 166k 36.97
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $6.1M -6% 42k 145.07
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $6.1M +15% 111k 54.49
Goldman Sachs (GS) 0.4 $6.1M +525% 18k 343.38
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $6.0M +165% 75k 81.17
Cardinal Health (CAH) 0.4 $6.0M +21% 79k 76.87
Phillips 66 (PSX) 0.4 $6.0M -11% 58k 104.08
First Tr Morningstar Divid L SHS (FDL) 0.4 $6.0M -9% 164k 36.56
Home Depot (HD) 0.4 $5.9M -24% 19k 315.87
Emerson Electric (EMR) 0.4 $5.8M +17% 60k 96.06
First Tr Value Line Divid In SHS (FVD) 0.3 $5.7M +3% 143k 39.91
Ishares Tr Barclays 7 10 Yr (IEF) 0.3 $5.7M +6% 59k 95.78
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $5.7M +233% 62k 91.47
Charles Schwab Corporation (SCHW) 0.3 $5.6M -22% 68k 83.26
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $5.5M -24% 12k 469.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $5.5M -20% 21k 266.28
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $5.5M -41% 86k 63.90
Comcast Corp Cl A (CMCSA) 0.3 $5.5M +25% 157k 34.97
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $5.4M -19% 75k 71.84
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $5.4M +14% 120k 44.98
Fs Kkr Capital Corp (FSK) 0.3 $5.3M -49% 306k 17.50
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $5.3M -17% 175k 30.53
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $5.3M +23% 125k 42.50
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $5.3M 122k 43.83
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.3 $5.3M +3310% 221k 24.11
Deere & Company (DE) 0.3 $5.3M +189% 12k 428.77
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $5.3M -9% 90k 58.50
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $5.2M +688% 53k 98.21
Huntington Bancshares Incorporated (HBAN) 0.3 $5.1M +29% 361k 14.10
Intel Corporation (INTC) 0.3 $5.1M +8% 192k 26.43
Capital One Financial (COF) 0.3 $5.0M +1125% 54k 92.96
Dominion Resources (D) 0.3 $5.0M +17% 81k 61.32
Pepsi (PEP) 0.3 $4.9M -62% 27k 180.66
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.3 $4.9M +351% 224k 21.81
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.3 $4.9M -33% 130k 37.49
Honeywell International (HON) 0.3 $4.9M -23% 23k 214.30
T. Rowe Price (TROW) 0.3 $4.8M +43% 44k 109.06
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $4.5M +55% 60k 74.22
Arthur J. Gallagher & Co. (AJG) 0.3 $4.5M 24k 188.54
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $4.5M +11% 53k 84.19
Pacer Fds Tr Trendp 100 Etf (PTNQ) 0.3 $4.5M -21% 91k 49.23
Automatic Data Processing (ADP) 0.3 $4.4M -9% 18k 238.86
Kla Corp Com New (KLAC) 0.3 $4.4M -23% 12k 377.02
Ishares Tr Short Treas Bd (SHV) 0.3 $4.3M +587% 39k 109.92
Goldman Sachs Physical Gold Unit (AAAU) 0.3 $4.3M -5% 239k 18.09
Highland Income Highland Income (HFRO) 0.3 $4.3M -9% 415k 10.30
Costco Wholesale Corporation (COST) 0.3 $4.2M -37% 9.3k 456.49
Danaher Corporation (DHR) 0.3 $4.2M -3% 16k 265.42
Tyson Foods Cl A (TSN) 0.3 $4.2M +57% 67k 62.25
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $4.0M -14% 95k 41.97
Chubb (CB) 0.2 $4.0M +9% 18k 220.60
Fiserv (FISV) 0.2 $4.0M +4% 39k 101.07
Ishares Core Msci Emkt (IEMG) 0.2 $3.9M -54% 84k 46.70
Two Rds Shared Tr Anfield Us Equ (AESR) 0.2 $3.9M -11% 342k 11.45
Stryker Corporation (SYK) 0.2 $3.9M 16k 244.49
Nike CL B (NKE) 0.2 $3.9M -21% 33k 117.01
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $3.8M 102k 37.90
Motorola Solutions Com New (MSI) 0.2 $3.8M +2% 15k 257.71
Cummins (CMI) 0.2 $3.8M +121% 16k 242.30
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $3.6M -22% 40k 90.48
Ishares Tr Select Divid Etf (DVY) 0.2 $3.5M -8% 29k 120.60
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.5M +23% 106k 32.96
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.2 $3.5M -39% 99k 35.16
Progressive Corporation (PGR) 0.2 $3.5M +12% 27k 129.71
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $3.4M -12% 31k 108.21
Tesla Motors (TSLA) 0.2 $3.3M +131% 27k 123.18
Eli Lilly & Co. (LLY) 0.2 $3.3M -33% 9.0k 365.84
Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.3M -12% 12k 266.85
First Tr Exchange Traded Senior Ln Fd (FTSL) 0.2 $3.3M -52% 73k 44.59
Vanguard Index Fds Growth Etf (VUG) 0.2 $3.2M -9% 15k 213.11
FedEx Corporation (FDX) 0.2 $3.2M -22% 19k 173.20
Pfizer (PFE) 0.2 $3.2M -39% 63k 51.24
Sprott Physical Gold Tr Unit (PHYS) 0.2 $3.1M -4% 223k 14.10
Morgan Stanley Com New (MS) 0.2 $3.0M 36k 85.02
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $3.0M +3% 157k 19.29
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $3.0M -3% 69k 43.92
Caterpillar (CAT) 0.2 $3.0M -54% 12k 239.57
Vanguard World Fds Energy Etf (VDE) 0.2 $2.9M +1907% 24k 121.28
Dover Corporation (DOV) 0.2 $2.8M +8% 21k 135.41
EOG Resources (EOG) 0.2 $2.8M -5% 22k 129.52
McDonald's Corporation (MCD) 0.2 $2.8M -45% 11k 263.52
Kinder Morgan (KMI) 0.2 $2.8M -20% 155k 18.08
Hess (HES) 0.2 $2.8M -64% 20k 141.82
Valero Energy Corporation (VLO) 0.2 $2.8M -10% 22k 126.86
Paypal Holdings (PYPL) 0.2 $2.7M -22% 39k 71.22
Devon Energy Corporation (DVN) 0.2 $2.7M +132% 44k 61.51
Wal-Mart Stores (WMT) 0.2 $2.7M -56% 19k 141.79
Spdr Ser Tr Bloomberg Conv (CWB) 0.2 $2.6M +4% 41k 64.34
Intercontinental Exchange (ICE) 0.2 $2.6M +9% 26k 102.59
Oneok (OKE) 0.2 $2.6M -33% 40k 65.70
Align Technology (ALGN) 0.2 $2.6M 12k 210.90
Alphabet Cap Stk Cl A (GOOGL) 0.2 $2.6M +2120% 30k 88.23
Spdr Ser Tr S&p Retail Etf (XRT) 0.2 $2.6M +790% 43k 60.45
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $2.5M -21% 62k 40.89
Visa Com Cl A (V) 0.2 $2.5M -36% 12k 207.77
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.5M -6% 38k 67.45
Spdr Gold Tr Gold Shs (GLD) 0.2 $2.5M -20% 15k 169.64
Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 0.1 $2.5M -48% 79k 31.36
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $2.5M +16% 18k 138.67
At&t (T) 0.1 $2.4M -50% 132k 18.41
NVIDIA Corporation (NVDA) 0.1 $2.4M -51% 16k 146.14
Mastercard Incorporated Cl A (MA) 0.1 $2.3M -24% 6.7k 347.74
First Tr Exchange Traded Dj Internt Idx (FDN) 0.1 $2.3M -23% 19k 123.15
International Business Machines (IBM) 0.1 $2.2M -46% 16k 140.89
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $2.2M 88k 25.13
Novartis Sponsored Adr (NVS) 0.1 $2.2M -10% 24k 90.72
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.2M -38% 14k 151.85
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.2M -7% 42k 52.57
Wp Carey (WPC) 0.1 $2.2M -23% 28k 78.15
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $2.2M 21k 105.34
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $2.2M +10% 192k 11.18
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $2.1M -48% 58k 36.93
Enbridge (ENB) 0.1 $2.1M -26% 54k 39.10
Select Sector Spdr Tr Financial (XLF) 0.1 $2.1M -74% 60k 34.20
Wells Fargo & Company (WFC) 0.1 $2.0M -42% 49k 41.29
Coca-Cola Company (KO) 0.1 $2.0M -63% 32k 63.61
AmerisourceBergen (ABC) 0.1 $2.0M 12k 165.71
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $2.0M -27% 50k 40.04
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $2.0M -18% 70k 28.66
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $2.0M -11% 28k 70.63
First Tr Exchange Traded Energy Alphadx (FXN) 0.1 $2.0M +1029% 116k 17.09
CSX Corporation (CSX) 0.1 $1.9M -27% 63k 30.98
Boeing Company (BA) 0.1 $1.9M -46% 10k 190.50
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.9M -52% 41k 46.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.9M +59% 12k 158.80
Duke Energy Corp Com New (DUK) 0.1 $1.9M -20% 19k 102.99
Enterprise Products Partners (EPD) 0.1 $1.9M -11% 78k 24.12
Ishares Tr U.s. Finls Etf (IYF) 0.1 $1.9M -25% 25k 75.47
Qualcomm (QCOM) 0.1 $1.9M +37% 17k 109.94
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $1.9M +3220% 16k 120.53
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.9M -6% 17k 113.96
Ishares Tr Eafe Value Etf (EFV) 0.1 $1.9M +3% 41k 45.88
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $1.8M +108% 39k 47.40
Altria (MO) 0.1 $1.8M -53% 40k 45.71
Dbx Etf Tr Xtrackers Shrt (SHYL) 0.1 $1.8M +94% 42k 42.61
Walt Disney Company (DIS) 0.1 $1.8M -30% 21k 86.88
General Mills (GIS) 0.1 $1.8M -42% 21k 83.85
Meta Platforms Cl A (META) 0.1 $1.7M -59% 15k 120.34
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $1.7M +23% 68k 25.76
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $1.7M +20% 18k 98.65
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.7M +16% 27k 61.95
salesforce (CRM) 0.1 $1.7M +791% 12k 132.59
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $1.6M +26% 42k 39.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.6M -19% 6.7k 241.89
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.6M -2% 7.6k 214.53
Select Sector Spdr Tr Technology (XLK) 0.1 $1.6M -30% 13k 124.44
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.6M +5% 19k 83.76
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 0.1 $1.6M +98% 20k 78.35
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.6M -22% 13k 125.11
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $1.6M +147% 27k 59.31
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $1.6M +29% 36k 44.00
Houlihan Lokey Cl A (HLI) 0.1 $1.6M +10% 18k 87.16
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.5M -3% 19k 83.60
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.5M +37% 30k 50.33
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.5M +33% 21k 72.24
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $1.5M 23k 64.72
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.5M +424% 11k 135.24
Raytheon Technologies Corp (RTX) 0.1 $1.5M +3% 15k 100.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.4M -14% 37k 38.98
Vanguard Index Fds Value Etf (VTV) 0.1 $1.4M -32% 10k 140.37
Southern Company (SO) 0.1 $1.4M -31% 20k 71.41
Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $1.4M +46% 16k 87.15
Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $1.4M +42% 24k 58.74
Cisco Systems (CSCO) 0.1 $1.4M -43% 29k 47.64
Invesco Exchange Traded Fd T S&p500 Eql Utl (RYU) 0.1 $1.4M -31% 12k 116.34
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 0.1 $1.4M +18% 37k 36.52
Ares Capital Corporation (ARCC) 0.1 $1.3M -8% 73k 18.47
Thermo Fisher Scientific (TMO) 0.1 $1.3M -11% 2.4k 550.69
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $1.3M -3% 42k 31.83
Spdr Ser Tr Bloomberg Short (BWZ) 0.1 $1.3M -50% 48k 27.06
Oracle Corporation (ORCL) 0.1 $1.3M -42% 16k 81.74
Lowe's Companies (LOW) 0.1 $1.3M -48% 6.5k 199.25
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.3M +4% 17k 73.63
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.1 $1.3M -45% 87k 14.78
Netflix (NFLX) 0.1 $1.3M -15% 4.3k 294.88
Hexcel Corporation (HXL) 0.1 $1.3M +10% 22k 58.85
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $1.3M -5% 47k 26.49
Philip Morris International (PM) 0.1 $1.2M -57% 12k 101.21
Iqvia Holdings (IQV) 0.1 $1.2M -22% 6.1k 204.89
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.1 $1.2M NEW 51k 24.27
Spdr Ser Tr S&p Kensho New (KOMP) 0.1 $1.2M -42% 31k 39.42
Ishares Tr North Amern Nat (IGE) 0.1 $1.2M +5482% 30k 40.66
Pacer Fds Tr Pacer Us Small (CALF) 0.1 $1.2M +578% 34k 35.95
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $1.2M +52% 40k 30.39
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.2M +106% 13k 96.96
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $1.2M -5% 13k 90.00
Phillips Edison Common Stock (PECO) 0.1 $1.2M -76% 38k 31.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.2M -6% 14k 82.48
Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.1 $1.2M -28% 48k 24.69
Amgen (AMGN) 0.1 $1.2M -54% 4.4k 262.64

Past Filings by Geneos Wealth Management

SEC 13F filings are viewable for Geneos Wealth Management going back to 2020

View all past filings