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

Companies in the Geneos Wealth Management portfolio as of the June 2021 quarterly 13F filing

Geneos Wealth Management has 2842 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) 3.9 $100M -6% 229k 435.69
Apple (AAPL) 3.4 $88M -14% 631k 139.96
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $52M -9% 459k 112.51
Proshares Tr Pshs Ult S&p 500 (SSO) 1.6 $42M +111% 344k 122.47
Spdr S P 500 Etf Tr Tr Unit (SPY) 1.6 $40M -23% 92k 433.72
Ishares Tr Msci Usa Min Vol (USMV) 1.5 $39M -28% 517k 74.52
Microsoft Corporation (MSFT) 1.4 $36M -16% 129k 277.64
Ishares Tr Russell 3000 Etf (IWV) 1.3 $34M +6% 132k 258.62
Ishares Tr Core Msci Total (IXUS) 1.3 $34M 459k 73.55
Ishares Tr Us Treas Bd Etf (GOVT) 1.2 $30M 1.1M 26.55
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $30M 300k 99.91
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.2 $30M 422k 70.24
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 1.1 $29M 703k 41.67
First Tr Exchange Traded Lunt Us Factor (FCTR) 1.1 $29M +4% 823k 35.09

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Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.1 $28M 550k 50.13
Exxon Mobil Corporation (XOM) 1.0 $25M -3% 402k 63.17
Amazon (AMZN) 1.0 $25M -20% 7.0k 3510.87
Ishares Tr Msci Eafe Min Vl (EFAV) 0.9 $24M +62% 311k 75.78
Wp Carey (WPC) 0.9 $23M 310k 75.12
Ishares Tr Mbs Etf (MBB) 0.9 $22M 205k 108.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $22M -18% 61k 358.64
Proshares Tr Pshs Ultra O&g (DIG) 0.8 $21M NEW 282k 74.47
Proshares Tr Ultra Fncls New (UYG) 0.8 $21M -47% 331k 62.83
Ishares Tr Usd Inv Grde Etf (USIG) 0.8 $20M 337k 60.63
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $19M -50% 165k 115.35
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $18M 114k 160.06
Facebook Cl A (FB) 0.7 $18M -13% 51k 354.69
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.7 $18M +2% 316k 57.21
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.7 $18M +2% 530k 33.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $17M -74% 75k 225.27
Alphabet Cap Stk Cl C (GOOG) 0.6 $16M -4% 6.3k 2574.26
Marriott Intl Cl A (MAR) 0.6 $16M 110k 141.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $15M 198k 76.07
Ark Etf Tr Innovation Etf (ARKK) 0.6 $15M -2% 117k 128.13
Ishares Tr Core Msci Eafe (IEFA) 0.5 $14M 181k 75.37
JPMorgan Chase & Co. (JPM) 0.5 $13M -22% 86k 156.03
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $13M -4% 88k 152.22
Norfolk Southern (NSC) 0.5 $13M -4% 49k 270.91
Fs Kkr Capital Corp (FSK) 0.5 $13M +144% 581k 21.67
Ishares Tr Msci Eafe Etf (EFA) 0.5 $12M 154k 79.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $12M -54% 44k 279.12
Pepsi (PEP) 0.5 $12M +26% 80k 148.91
Johnson & Johnson (JNJ) 0.5 $12M -7% 70k 168.97
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.4 $11M 287k 39.62
Ishares Core Msci Emkt (IEMG) 0.4 $11M -11% 169k 66.67
Walt Disney Company (DIS) 0.4 $11M -23% 60k 177.10
Home Depot (HD) 0.4 $11M -14% 33k 322.69
Starbucks Corporation (SBUX) 0.4 $11M -7% 92k 114.96
Ishares Tr Russell 2000 Etf (IWM) 0.4 $11M -13% 46k 229.18
Intel Corporation (INTC) 0.4 $10M -11% 184k 56.76
First Tr Exchange Traded Fst Low Oppt Eft (LMBS) 0.4 $10M +13% 204k 50.91
Tesla Motors (TSLA) 0.4 $10M -10% 15k 678.88
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $10M -76% 200k 50.71
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $10M 136k 73.92
Wells Fargo & Company (WFC) 0.4 $9.7M -14% 216k 45.07
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.4 $9.4M 63k 150.68
At&t (T) 0.4 $9.0M -38% 308k 29.23
Procter & Gamble Company (PG) 0.3 $9.0M -47% 66k 135.89
Chevron Corporation (CVX) 0.3 $8.9M -8% 84k 106.06
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $8.8M -5% 59k 148.87
FedEx Corporation (FDX) 0.3 $8.7M -9% 29k 299.36
Sprott Physical Silver Tr Tr Unit (PSLV) 0.3 $8.3M +5% 886k 9.38
Verizon Communications (VZ) 0.3 $8.3M -14% 147k 56.43
Abbvie (ABBV) 0.3 $8.2M -14% 71k 115.16
Hormel Foods Corporation (HRL) 0.3 $8.1M 171k 47.77
Anthem (ANTM) 0.3 $8.1M -5% 21k 387.15
Ishares Tr Barclays 7 10 Yr (IEF) 0.3 $7.9M -39% 69k 115.88
Phillips 66 (PSX) 0.3 $7.7M 88k 87.90
America First Multifamily In Ben Unit Ctf (ATAX) 0.3 $7.7M 1.1M 6.81
Honeywell International (HON) 0.3 $7.5M -2% 34k 221.30
Bristol Myers Squibb (BMY) 0.3 $7.5M -8% 112k 66.94
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $7.4M +2% 226k 32.66
Charles Schwab Corporation (SCHW) 0.3 $7.1M -13% 98k 72.80
ConocoPhillips (COP) 0.3 $7.0M -4% 112k 62.75
Broadcom (AVGO) 0.3 $7.0M -3% 15k 468.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $6.8M -2% 79k 86.17
Union Pacific Corporation (UNP) 0.3 $6.8M -3% 30k 224.71
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $6.7M -17% 66k 101.94
Align Technology (ALGN) 0.3 $6.7M -10% 11k 624.20
Emerson Electric (EMR) 0.3 $6.7M -5% 69k 97.44
Merck & Co (MRK) 0.3 $6.7M +64% 85k 78.59
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.3 $6.7M -67% 175k 38.09
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $6.6M -21% 168k 39.30
Nike CL B (NKE) 0.3 $6.6M -21% 41k 159.73
Wal-Mart Stores (WMT) 0.3 $6.6M -23% 47k 140.10
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.3 $6.6M -2% 168k 39.29
Vanguard World Fds Health Car Etf (VHT) 0.3 $6.6M -23% 26k 250.94
Lockheed Martin Corporation (LMT) 0.3 $6.5M -7% 17k 381.49
Ishares Tr Eafe Value Etf (EFV) 0.3 $6.4M -67% 123k 52.02
Ishares Tr Morningstar Grwt (ILCG) 0.2 $6.3M -12% 97k 65.64
First Tr Value Line Divid In SHS (FVD) 0.2 $6.3M -41% 158k 40.06
Prudential Financial (PRU) 0.2 $6.3M -9% 61k 103.11
CVS Caremark Corporation (CVS) 0.2 $6.2M -11% 75k 82.42
Chipotle Mexican Grill (CMG) 0.2 $6.2M -7% 4.0k 1566.20
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $6.1M -12% 17k 351.87
Marathon Petroleum Corp (MPC) 0.2 $6.0M -4% 99k 61.07
Caterpillar (CAT) 0.2 $6.0M -14% 28k 217.73
Ishares Tr Conser Alloc Etf (AOK) 0.2 $5.9M +3% 148k 39.85
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $5.9M -89% 147k 39.90
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $5.8M +3% 52k 110.85
Draftkings Com Cl A (DKNG) 0.2 $5.7M -4% 111k 51.28
General Dynamics Corporation (GD) 0.2 $5.7M -4% 30k 188.53
Dominion Resources (D) 0.2 $5.5M -2% 75k 74.20
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $5.5M +5% 101k 54.78
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $5.5M -67% 86k 64.01
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $5.5M -6% 62k 88.05
Spdr Gold Tr Gold Shs (GLD) 0.2 $5.5M -16% 33k 167.27
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $5.5M -2% 33k 165.47
Realty Income (O) 0.2 $5.4M -20% 80k 67.47
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $5.4M +3% 120k 44.67
Pacer Fds Tr Trendp 100 Etf (PTNQ) 0.2 $5.4M -29% 96k 55.78
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.2 $5.3M 113k 47.41
Lowe's Companies (LOW) 0.2 $5.3M -4% 27k 195.71
McDonald's Corporation (MCD) 0.2 $5.3M -16% 23k 233.64
Ishares Tr Expanded Tech (IGV) 0.2 $5.2M 13k 395.34
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $5.2M -65% 97k 53.62
Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 0.2 $5.2M 140k 36.84
Hess (HES) 0.2 $5.1M 58k 88.17
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $5.1M -10% 476k 10.71
Boeing Company (BA) 0.2 $5.1M -7% 21k 236.65
Ishares Tr Modert Alloc Etf (AOM) 0.2 $5.1M -4% 112k 45.10
Huntington Bancshares Incorporated (HBAN) 0.2 $5.0M +1224% 352k 14.35
Constellation Brands Cl A (STZ) 0.2 $5.0M -2% 21k 231.41
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $4.9M 48k 102.68
Visa Com Cl A (V) 0.2 $4.9M -35% 20k 238.64
Highland Income Highland Income (HFRO) 0.2 $4.9M 445k 10.94
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $4.8M -50% 93k 51.85
Goldman Sachs Physical Gold Unit (AAAU) 0.2 $4.8M -28% 272k 17.78
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $4.7M 36k 130.61
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $4.7M +18% 90k 52.04
Abbott Laboratories (ABT) 0.2 $4.7M -16% 40k 118.04
Kla Corp Com New (KLAC) 0.2 $4.6M +17193% 15k 311.79
UnitedHealth (UNH) 0.2 $4.6M -12% 11k 409.33
NVIDIA Corporation (NVDA) 0.2 $4.5M -44% 5.5k 819.45
Tyson Foods Cl A (TSN) 0.2 $4.5M -3% 61k 73.62
Pfizer (PFE) 0.2 $4.5M -12% 113k 39.73
Cardinal Health (CAH) 0.2 $4.5M 77k 57.87
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $4.5M -84% 121k 37.04
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $4.5M -32% 83k 53.66
Spdr Ser Tr Blomberg Brc Int (BWZ) 0.2 $4.4M +19% 138k 31.68
Cisco Systems (CSCO) 0.2 $4.3M -14% 81k 53.54
First Tr Exchange Traded First Tr Enh New (FTSM) 0.2 $4.3M -19% 72k 59.95
Altria (MO) 0.2 $4.3M -7% 90k 47.52
Coca-Cola Company (KO) 0.2 $4.3M -22% 79k 54.18
Duke Energy Corp Com New (DUK) 0.2 $4.3M -49% 43k 99.50
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $4.2M -65% 237k 17.78
Comcast Corp Cl A (CMCSA) 0.2 $4.2M -22% 71k 58.41
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $4.1M +4% 94k 44.22
International Business Machines (IBM) 0.2 $4.1M -21% 29k 140.01
Paypal Holdings (PYPL) 0.2 $4.1M -18% 14k 290.22
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $4.0M -50% 91k 43.76
First Tr Exchange Traded Cap Strength Etf (FTCS) 0.1 $3.8M -14% 50k 76.47
Eli Lilly & Co. (LLY) 0.1 $3.8M +20% 16k 233.96
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $3.7M -14% 74k 50.47
Danaher Corporation (DHR) 0.1 $3.6M -8% 13k 273.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $3.6M -7% 27k 134.83
Us Bancorp Del Com New (USB) 0.1 $3.6M -18% 63k 57.56
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $3.6M +4% 40k 90.01
H&E Equipment Services (HEES) 0.1 $3.6M +824% 111k 32.48
Mastercard Incorporated Cl A (MA) 0.1 $3.6M -17% 9.6k 375.04
3M Company (MMM) 0.1 $3.6M +8% 18k 199.84
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $3.5M -3% 47k 74.79
Oneok (OKE) 0.1 $3.5M 61k 57.38
Philip Morris International (PM) 0.1 $3.5M -12% 35k 100.30
Ishares Msci Emerg Mrkt (EEMV) 0.1 $3.4M +448% 54k 63.82
Fiserv (FISV) 0.1 $3.4M -6% 31k 109.25
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $3.4M +3% 73k 46.15
Bank of America Corporation (BAC) 0.1 $3.4M -23% 82k 41.14
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $3.4M -29% 9.2k 366.67
First Tr Exchange Traded Senior Ln Fd (FTSL) 0.1 $3.3M +200% 69k 48.08
Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.3M -10% 11k 304.79
Costco Wholesale Corporation (COST) 0.1 $3.3M -44% 8.3k 398.86
Vanguard Index Fds Growth Etf (VUG) 0.1 $3.3M -80% 11k 290.52
Kinder Morgan (KMI) 0.1 $3.3M -3% 177k 18.57
Automatic Data Processing (ADP) 0.1 $3.3M -14% 16k 201.43
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $3.3M 45k 72.59
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $3.3M -49% 21k 156.71
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.1 $3.3M 95k 34.42
Ishares Tr Select Divid Etf (DVY) 0.1 $3.2M -33% 28k 117.35
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $3.2M +9% 70k 45.97
Stryker Corporation (SYK) 0.1 $3.2M -15% 12k 265.42
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $3.2M +6% 37k 86.87
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $3.1M 34k 92.01
General Electric Company (GE) 0.1 $3.1M -12% 235k 13.36
First Intst Bancsystem Com Cl A (FIBK) 0.1 $3.1M 75k 41.89
Enbridge (ENB) 0.1 $3.1M -2% 77k 40.56
Alphabet Cap Stk Cl A (GOOGL) 0.1 $3.1M -20% 1.2k 2504.89
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $3.0M -13% 38k 79.86
Investar Holding (ISTR) 0.1 $3.0M 131k 23.00
Spdr Ser Tr S&p Kensho New (KOMP) 0.1 $3.0M +2% 46k 65.94
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.9M -12% 7.00 420000.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.9M -79% 11k 270.29
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $2.9M -55% 47k 61.61
CSX Corporation (CSX) 0.1 $2.9M +158% 89k 32.57
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.9M -38% 27k 105.58
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.8M -10% 9.1k 310.87
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $2.8M -9% 24k 115.92
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.1 $2.8M -8% 135k 20.36
Marriott Vacations Wrldwde Cp (VAC) 0.1 $2.7M 17k 160.95
Ford Motor Company (F) 0.1 $2.6M -24% 173k 14.93
Sprott Physical Gold Tr Unit (PHYS) 0.1 $2.6M +27% 181k 14.18
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $2.5M -9% 22k 113.65
Arthur J. Gallagher & Co. (AJG) 0.1 $2.5M -8% 18k 140.28
Ishares Tr U.s. Finls Etf (IYF) 0.1 $2.5M -7% 30k 81.74
Nuveen Quality Pref. Inc. Fund II (JPS) 0.1 $2.5M 247k 9.99
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $2.5M -6% 11k 217.74
Amgen (AMGN) 0.1 $2.4M -26% 9.8k 248.63
Netflix (NFLX) 0.1 $2.4M -20% 4.6k 533.79
United Parcel Service CL B (UPS) 0.1 $2.4M -20% 12k 211.50
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $2.4M +9% 49k 48.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.4M -81% 44k 53.94
Vaneck Vectors Etf Tr Agribusiness Etf (MOO) 0.1 $2.4M +3321% 26k 92.09
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.4M -93% 19k 123.06
Healthcare Tr Amer Cl A New (HTA) 0.1 $2.3M 87k 26.94
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $2.3M 22k 105.88
Novartis Sponsored Adr (NVS) 0.1 $2.3M 25k 91.98
EOG Resources (EOG) 0.1 $2.3M 27k 85.93
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $2.3M -29% 15k 152.94
Qualcomm (QCOM) 0.1 $2.3M +2% 16k 142.56
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $2.3M 59k 38.53
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $2.3M -41% 25k 91.45
First Tr Exchange Traded Dj Internt Idx (FDN) 0.1 $2.2M -56% 9.1k 246.67
Select Sector Spdr Tr Energy (XLE) 0.1 $2.2M -24% 41k 54.68
Dover Corporation (DOV) 0.1 $2.2M 15k 151.78
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $2.2M -21% 45k 48.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $2.2M -75% 25k 85.88
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.1 $2.2M -38% 79k 27.70
Kimberly-Clark Corporation (KMB) 0.1 $2.2M -22% 16k 134.32
Morgan Stanley Com New (MS) 0.1 $2.2M 23k 92.02
General Mills (GIS) 0.1 $2.1M 35k 60.21
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $2.1M -76% 44k 47.45
Hershey Company (HSY) 0.1 $2.1M 12k 173.99
Ishares Tr U.s. Tech Etf (IYW) 0.1 $2.1M -2% 21k 100.76
Business First Bancshares (BFST) 0.1 $2.1M +43% 90k 23.15
Ishares Tr Msci Uk Etf New (EWU) 0.1 $2.1M +2% 63k 33.03
Target Corporation (TGT) 0.1 $2.1M -5% 8.4k 246.49
Intuitive Surgical Com New (ISRG) 0.1 $2.1M -35% 2.2k 938.01
Ishares Tr Core High Dv Etf (HDV) 0.1 $2.0M -13% 21k 97.47
Motorola Solutions Com New (MSI) 0.1 $2.0M 9.1k 220.98
Dow (DOW) 0.1 $2.0M -11% 32k 63.49
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $2.0M -96% 39k 50.99
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $2.0M -73% 35k 55.88
Ishares Silver Tr Ishares (SLV) 0.1 $2.0M -72% 80k 24.54
Intercontinental Exchange (ICE) 0.1 $2.0M +4% 17k 118.83
WESCO International (WCC) 0.1 $1.9M 19k 103.70
Iqvia Holdings (IQV) 0.1 $1.9M -10% 7.7k 249.09
Valero Energy Corporation (VLO) 0.1 $1.9M -4% 24k 78.06
Select Sector Spdr Tr Technology (XLK) 0.1 $1.9M -39% 13k 149.84
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $1.9M +7% 92k 20.47
Ishares Msci Germany Etf (EWG) 0.1 $1.9M +10% 54k 34.79

Past Filings by Geneos Wealth Management

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

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