Geneos Wealth Management

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

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Positions held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Geneos Wealth Management

Geneos Wealth Management holds 2069 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Geneos Wealth Management has 2069 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) 4.8 $91M +32% 204k 445.71
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Spdr S P 500 Etf Tr Tr Unit (SPY) 3.0 $58M +20% 131k 443.28
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Ishares Tr Msci Usa Min Vol (USMV) 2.0 $38M +2% 510k 74.33
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.9 $37M 374k 97.84
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Ishares Tr Russell 3000 Etf (IWV) 1.9 $36M +70123% 140k 254.48
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Microsoft Corporation (MSFT) 1.4 $27M +4% 79k 340.54
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Ishares Tr Core Msci Total (IXUS) 1.3 $25M +35% 402k 62.62
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Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $23M +5% 311k 75.23
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $21M -2% 212k 99.65
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.1 $21M +54% 262k 79.79
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Ishares Tr Core 1 5 Yr Usd (ISTB) 1.1 $21M +2% 447k 46.64
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Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $19M -12% 86k 220.28
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Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 1.0 $19M +7% 497k 37.54
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.9 $17M +6% 391k 43.20
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First Tr Exchange Traded Lunt Us Factor (FCTR) 0.9 $17M +9% 642k 26.27
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Ishares Tr Mbs Etf (MBB) 0.9 $17M +38% 177k 93.27
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Norfolk Southern (NSC) 0.8 $16M +56% 71k 226.76
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Amazon (AMZN) 0.8 $15M 118k 130.36
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Ishares Tr Msci Eafe Etf (EFA) 0.8 $15M +208% 208k 72.50
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $15M +36% 37k 407.27
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.8 $15M -15% 450k 32.29
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $14M +12% 438k 32.54
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $14M +3% 261k 54.44
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Apple (AAPL) 0.7 $14M +177% 548k 25.75
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $14M +39% 274k 50.32
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.7 $13M -13% 502k 25.70
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $13M +14% 210k 61.01
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Ishares Tr Core Msci Eafe (IEFA) 0.6 $12M +2% 183k 67.50
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Alphabet Cap Stk Cl C (GOOG) 0.6 $12M +7% 100k 120.97
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Broadcom (AVGO) 0.6 $12M +2% 14k 867.46
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Select Sector Spdr Tr Technology (XLK) 0.6 $12M -5% 69k 173.86
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.6 $11M +7% 246k 45.89
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Ishares Tr Usd Inv Grde Etf (USIG) 0.6 $11M +36% 226k 50.09
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $11M +57% 72k 149.64
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Ishares Tr Russell 2000 Etf (IWM) 0.6 $11M +12% 57k 187.27
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $10M +13% 31k 340.99
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $10M +32% 28k 369.42
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $10M 150k 67.50
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Spdr Ser Tr Portfolio Short (SPSB) 0.5 $9.9M +7% 335k 29.44
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $9.4M -12% 68k 138.38
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Anthem (ELV) 0.5 $8.8M +23% 20k 444.29
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Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $8.5M +54% 185k 46.18
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $8.3M +8% 215k 38.84
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.4 $7.9M 1.0M 7.79
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $7.8M +18% 150k 52.11
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.4 $7.7M -14% 232k 33.19
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Exxon Mobil Corporation (XOM) 0.4 $7.7M +11% 71k 107.25
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.4 $7.6M 185k 41.30
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Tesla Motors (TSLA) 0.4 $7.5M -5% 29k 261.77
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JPMorgan Chase & Co. (JPM) 0.4 $7.4M +14% 51k 145.44
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $7.4M +6% 117k 62.81
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $7.3M -14% 106k 69.21
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $7.3M +522% 101k 72.69
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Pfizer (PFE) 0.4 $7.2M +298% 197k 36.68
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Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $7.2M +33% 315k 22.90
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Verizon Communications (VZ) 0.4 $7.2M +18% 193k 37.19
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Visa Com Cl A (V) 0.4 $6.9M +235% 29k 237.48
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Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.4 $6.9M +5% 300k 23.03
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $6.9M +6% 98k 70.48
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Ishares Tr S&p 500 Val Etf (IVE) 0.4 $6.8M 42k 161.19
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $6.8M +25% 74k 91.82
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Duke Energy Corp Com New (DUK) 0.3 $6.7M +20% 74k 89.74
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $6.6M 138k 47.87
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Medtronic SHS (MDT) 0.3 $6.5M +22% 74k 88.10
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Marathon Petroleum Corp (MPC) 0.3 $6.4M +19% 55k 116.60
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Comcast Corp Cl A (CMCSA) 0.3 $6.4M +11% 154k 41.55
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $6.3M 64k 97.95
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First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.3 $6.3M -22% 133k 46.91
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Capital One Financial (COF) 0.3 $6.2M +19% 57k 109.37
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Pacer Fds Tr Trendp 100 Etf (PTNQ) 0.3 $6.1M 98k 62.07
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First Tr Exchange Traded Cap Strength Etf (FTCS) 0.3 $6.1M 81k 75.08
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Select Sector Spdr Tr Energy (XLE) 0.3 $6.0M -5% 74k 81.17
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $6.0M +3% 78k 77.19
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Broadridge Financial Solutions (BR) 0.3 $6.0M +20% 36k 165.63
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Gilead Sciences (GILD) 0.3 $6.0M +14% 77k 77.07
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Johnson & Johnson (JNJ) 0.3 $5.9M +4% 36k 165.52
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Adobe Systems Incorporated (ADBE) 0.3 $5.8M +683% 12k 488.99
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Bristol Myers Squibb (BMY) 0.3 $5.7M +15% 90k 63.95
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Emerson Electric (EMR) 0.3 $5.7M +19% 64k 90.39
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Chevron Corporation (CVX) 0.3 $5.7M +17% 36k 157.35
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $5.6M -14% 229k 24.63
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $5.6M +131% 54k 102.94
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Phillips 66 (PSX) 0.3 $5.5M +18% 58k 95.38
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Kla Corp Com New (KLAC) 0.3 $5.5M +25% 11k 485.01
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Ishares Core Msci Emkt (IEMG) 0.3 $5.4M 110k 49.29
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CVS Caremark Corporation (CVS) 0.3 $5.4M +23% 78k 69.13
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NVIDIA Corporation (NVDA) 0.3 $5.4M 13k 423.02
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Home Depot (HD) 0.3 $5.3M +6% 17k 310.63
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Goldman Sachs (GS) 0.3 $5.2M +18% 16k 322.54
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First Tr Value Line Divid In SHS (FVD) 0.3 $5.2M 129k 40.09
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $5.1M +44% 116k 44.17
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $5.1M +181% 51k 99.76
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $5.1M +74% 70k 72.62
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $5.1M 169k 30.11
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $5.1M +22% 42k 119.70
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Charles Schwab Corporation (SCHW) 0.3 $5.0M +45% 88k 56.68
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $5.0M -25% 99k 50.14
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $5.0M +8% 120k 41.35
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Vanguard Index Fds Growth Etf (VUG) 0.3 $5.0M +5% 18k 282.96
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $4.9M +1536% 125k 39.56
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Abbvie (ABBV) 0.3 $4.9M +7% 37k 134.73
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $4.9M -7% 89k 55.33
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Deere & Company (DE) 0.3 $4.9M +23% 12k 405.18
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $4.8M +2561% 29k 169.81
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Ishares Tr Pfd And Incm Sec (PFF) 0.3 $4.8M -13% 156k 30.93
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Ishares Tr Barclays 7 10 Yr (IEF) 0.3 $4.8M +34% 50k 96.60
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Fiserv (FI) 0.3 $4.8M +12% 38k 126.15
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Fs Kkr Capital Corp (FSK) 0.3 $4.8M -18% 249k 19.18
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Pepsi (PEP) 0.2 $4.8M +8% 26k 185.22
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Ishares Tr U.s. Real Es Etf (IYR) 0.2 $4.8M 55k 86.54
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Dominion Resources (D) 0.2 $4.7M +19% 91k 51.79
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $4.7M +7% 136k 34.38
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Two Rds Shared Tr Anfield Us Equ (AESR) 0.2 $4.6M +4% 363k 12.78
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $4.6M +23% 9.8k 470.60
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Eli Lilly & Co. (LLY) 0.2 $4.6M +20% 9.8k 468.99
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Costco Wholesale Corporation (COST) 0.2 $4.5M -7% 8.3k 538.41
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Meta Platforms Cl A (META) 0.2 $4.4M +23% 16k 286.98
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.2 $4.4M +3% 183k 24.17
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Goldman Sachs Physical Gold Unit (AAAU) 0.2 $4.4M -3% 232k 19.04
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Stryker Corporation (SYK) 0.2 $4.4M +4% 14k 305.10
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Huntington Bancshares Incorporated (HBAN) 0.2 $4.3M +24% 401k 10.78
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $4.3M +37% 106k 40.68
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Honeywell International (HON) 0.2 $4.2M +5% 20k 207.50
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Align Technology (ALGN) 0.2 $4.2M +24% 12k 353.64
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.2 $4.2M +8% 91k 45.98
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Alexandria Real Estate Equities (ARE) 0.2 $4.2M +34% 37k 113.49
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McDonald's Corporation (MCD) 0.2 $4.1M +26% 14k 298.42
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Tyson Foods Cl A (TSN) 0.2 $4.1M +24% 81k 51.04
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Caterpillar (CAT) 0.2 $4.1M +35% 17k 246.05
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Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.2 $4.1M 108k 38.17
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Pimco Etf Tr Active Bd Etf (BOND) 0.2 $4.0M +7% 44k 91.62
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $4.0M +8% 65k 61.70
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $3.9M +40% 36k 110.77
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Arthur J. Gallagher & Co. (AJG) 0.2 $3.9M 18k 219.57
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Spdr Ser Tr Msci Usa Strtgic (QUS) 0.2 $3.9M 32k 122.96
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Cummins (CMI) 0.2 $3.9M +7% 16k 245.15
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $3.9M +17% 152k 25.37
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Highland Income Highland Income (HFRO) 0.2 $3.8M +4% 421k 9.03
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Motorola Solutions Com New (MSI) 0.2 $3.7M +2% 13k 293.28
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Spdr Ser Tr Bloomberg Conv (CWB) 0.2 $3.7M +24% 53k 69.95
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $3.7M +3% 23k 157.83
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Sprott Physical Gold Tr Unit (PHYS) 0.2 $3.7M +8% 246k 14.92
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First Tr Exchange Traded Senior Ln Fd (FTSL) 0.2 $3.6M -2% 81k 45.30
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Nike CL B (NKE) 0.2 $3.6M +27% 33k 110.37
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Valero Energy Corporation (VLO) 0.2 $3.6M +19% 31k 117.30
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $3.5M -3% 33k 106.07
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.4M +6% 11k 308.58
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Ishares Tr Select Divid Etf (DVY) 0.2 $3.4M -4% 30k 113.30
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.2 $3.4M 48k 69.92
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $3.4M 71k 47.10
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Danaher Corporation (DHR) 0.2 $3.3M +5% 14k 240.00
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Vanguard Wellington Us Multifactor (VFMF) 0.2 $3.3M 32k 103.91
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Merck & Co (MRK) 0.2 $3.3M -58% 29k 115.39
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Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 0.2 $3.3M +9% 92k 35.47
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Progressive Corporation (PGR) 0.2 $3.2M +6% 25k 132.37
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $3.1M 113k 27.15
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Kinder Morgan (KMI) 0.2 $3.0M +2% 176k 17.22
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Ishares Tr Us Consm Staples (IYK) 0.2 $3.0M +411% 15k 200.29
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Wal-Mart Stores (WMT) 0.2 $3.0M 19k 157.18
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Paypal Holdings (PYPL) 0.2 $2.9M +32% 44k 66.73
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Spdr Gold Tr Gold Shs (GLD) 0.2 $2.9M +12% 17k 178.27
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Mastercard Incorporated Cl A (MA) 0.2 $2.9M +44% 7.5k 393.28
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Vanguard World Fds Energy Etf (VDE) 0.2 $2.9M +2% 25k 112.89
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $2.9M +28% 33k 86.54
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AmerisourceBergen (ABC) 0.1 $2.8M +42% 15k 192.44
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $2.8M +3% 24k 116.67
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Dbx Etf Tr Xtrackers Ftse (DEEF) 0.1 $2.8M 102k 27.28
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $2.8M -40% 34k 81.08
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Morgan Stanley Com New (MS) 0.1 $2.8M +5% 33k 85.40
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salesforce (CRM) 0.1 $2.7M +34% 13k 211.26
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Automatic Data Processing (ADP) 0.1 $2.7M 13k 219.79
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.7M 37k 73.03
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $2.7M -6% 19k 140.61
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Dover Corporation (DOV) 0.1 $2.7M +4% 18k 147.65
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Oneok (OKE) 0.1 $2.7M +11% 43k 61.72
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Ishares Tr Eafe Value Etf (EFV) 0.1 $2.6M 54k 48.94
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $2.6M +28% 70k 37.08
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Intercontinental Exchange (ICE) 0.1 $2.6M +7% 23k 113.08
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $2.5M +15% 224k 11.37
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Qualcomm (QCOM) 0.1 $2.5M +26% 21k 119.04
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $2.5M 33k 75.19
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.5M +7% 43k 56.46
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $2.4M +14% 59k 41.45
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Cisco Systems (CSCO) 0.1 $2.4M +108% 46k 51.74
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Coca-Cola Company (KO) 0.1 $2.4M +18% 39k 60.22
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.3M 24k 95.41
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Netflix (NFLX) 0.1 $2.3M +15% 5.2k 440.49
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.3M +3% 17k 134.87
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Hess (HES) 0.1 $2.3M 17k 135.95
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $2.3M +8% 56k 40.55
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Boeing Company (BA) 0.1 $2.3M -17% 11k 211.17
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EOG Resources (EOG) 0.1 $2.3M +6% 20k 114.44
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Phillips Edison Common Stock (PECO) 0.1 $2.2M 66k 34.08
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $2.2M -3% 59k 37.69
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At&t (T) 0.1 $2.2M +7% 140k 15.95
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.2M +12% 14k 162.43
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Novartis Sponsored Adr (NVS) 0.1 $2.2M +7% 22k 100.91
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Wells Fargo & Company (WFC) 0.1 $2.2M +32% 52k 42.68
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $2.2M 29k 76.96
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International Business Machines (IBM) 0.1 $2.2M +30% 16k 133.81
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Oracle Corporation (ORCL) 0.1 $2.2M +11% 18k 119.09
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $2.2M +2% 32k 68.78
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Iqvia Holdings (IQV) 0.1 $2.2M +89% 9.7k 224.77
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Chubb (CB) 0.1 $2.2M -3% 11k 192.57
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Walt Disney Company (DIS) 0.1 $2.2M +16% 24k 89.28
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Select Sector Spdr Tr Financial (XLF) 0.1 $2.1M +11% 64k 33.71
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CSX Corporation (CSX) 0.1 $2.1M 63k 34.10
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $2.1M -15% 15k 140.80
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $2.1M -15% 109k 19.53
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $2.1M +47% 66k 32.11
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $2.1M -3% 13k 165.41
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Wp Carey (WPC) 0.1 $2.1M +27% 31k 67.56
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Ishares Tr Core Total Usd (IUSB) 0.1 $2.1M +32% 45k 45.47
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $2.1M -5% 26k 78.26
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $2.0M +8% 78k 25.84
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Booking Holdings (BKNG) 0.1 $2.0M +73% 731.00 2700.33
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Altria (MO) 0.1 $2.0M +28% 43k 45.30
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $2.0M 41k 47.42
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.9M +8% 7.2k 261.50
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $1.9M -5% 39k 47.79
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $1.9M 25k 74.61
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $1.9M -16% 17k 109.84
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Pulte (PHM) 0.1 $1.8M NEW 24k 77.68
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Dbx Etf Tr Xtrackers Russel (DEUS) 0.1 $1.8M 41k 44.90
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.8M -2% 7.5k 242.68
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Vanguard Wellington Us Momentum (VFMO) 0.1 $1.8M 15k 121.24
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Spdr Ser Tr Dj Reit Etf (RWR) 0.1 $1.8M +10% 20k 90.44
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Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 0.1 $1.8M 21k 84.66
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Vanguard Index Fds Value Etf (VTV) 0.1 $1.7M +15% 12k 142.10
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.7M 18k 96.63
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Ishares Tr Core Div Grwth (DGRO) 0.1 $1.7M 33k 51.53
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.7M +4% 14k 122.58
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Southern Company (SO) 0.1 $1.7M +48% 24k 70.25
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Pacer Fds Tr Pacer Us Small (CALF) 0.1 $1.6M 40k 40.70
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $1.6M +141% 34k 48.88
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Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.1 $1.6M +5% 77k 21.17
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $1.6M +7% 20k 80.00
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.6M +83% 22k 75.57
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.6M -16% 26k 63.60
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $1.6M +10% 57k 27.95
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Pgim Etf Tr Ultra Short (PULS) 0.1 $1.6M +4% 32k 49.41
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J P Morgan Exchange Traded F Us Aggregate Etf (BBAG) 0.1 $1.6M 34k 46.18
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.6M +7% 11k 144.24
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Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $1.6M +1778% 17k 92.03
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.6M +72% 15k 100.92
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First Tr Exchange Traded Dj Internt Idx (FDN) 0.1 $1.5M -47% 9.4k 162.99
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Lowe's Companies (LOW) 0.1 $1.5M +3% 6.8k 225.71
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Houlihan Lokey Cl A (HLI) 0.1 $1.5M +6% 16k 98.31
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.5M +26% 18k 83.56
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Spdr Ser Tr S&p Kensho New (KOMP) 0.1 $1.5M 34k 44.60
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Past Filings by Geneos Wealth Management

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

View all past filings