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 March 2021 quarterly 13F filing

Geneos Wealth Management has 3117 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) 2.9 $103M -4% 245k 418.91
Apple (AAPL) 2.7 $97M +7% 738k 131.46
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $63M 291k 217.10
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.6 $57M +2% 1.5M 39.34
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.6 $57M +3% 1.2M 49.04
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $56M -7% 505k 110.54
Ishares Tr Msci Usa Min Vol (USMV) 1.4 $52M -7% 721k 71.95
Spdr S P 500 Etf Tr Tr Unit (SPY) 1.4 $51M 122k 417.14
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.2 $43M 850k 50.78
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.2 $42M +4% 1.4M 29.81
Microsoft Corporation (MSFT) 1.1 $39M -9% 154k 252.17
Proshares Tr Ultra Fncls New (UYG) 1.1 $38M -37% 635k 60.51
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $38M +108% 331k 114.31
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.0 $36M +3% 606k 59.73

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Spdr Ser Tr S&p Divid Etf (SDY) 1.0 $34M 279k 122.73
Vanguard Index Fds Large Cap Etf (VV) 0.9 $34M +612% 173k 195.26
Ishares Tr Core Msci Total (IXUS) 0.9 $33M -4% 461k 72.28
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.9 $33M NEW 187k 177.13
Ishares Tr Russell 3000 Etf (IWV) 0.9 $31M 124k 249.69
Amazon (AMZN) 0.9 $31M +10% 8.8k 3467.34
Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $30M -8% 1.1M 26.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $29M 303k 96.29
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.8 $29M +92% 421k 69.10
Ishares Tr Core Intl Aggr (IAGG) 0.8 $29M +4% 527k 54.84
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.8 $28M 695k 40.78
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $28M +4% 768k 36.44
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.8 $27M -2% 545k 50.18
First Tr Exchange Traded Lunt Us Factor (FCTR) 0.7 $27M 789k 34.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $26M 96k 274.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $25M -3% 75k 337.99
Exxon Mobil Corporation (XOM) 0.7 $24M 419k 57.24
Wp Carey (WPC) 0.7 $24M 315k 74.89
Ishares Tr Mbs Etf (MBB) 0.6 $22M -6% 203k 108.87
Ishares Gold Tr Ishares (IAU) 0.6 $21M -9% 1.2M 16.85
Ishares Tr Core Msci Intl (IDEV) 0.6 $21M NEW 308k 66.54
Ishares Tr Usd Inv Grde Etf (USIG) 0.6 $20M -8% 335k 59.56
Ishares Tr Eafe Value Etf (EFV) 0.6 $20M +4% 383k 51.89
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.5 $19M -3% 530k 36.54
Facebook Cl A (FB) 0.5 $19M 59k 325.07
Proshares Tr Pshs Ult S&p 500 (SSO) 0.5 $18M -9% 163k 113.16
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $18M +5% 414k 44.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $18M +3% 112k 157.55
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.5 $18M -2% 308k 56.95
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.5 $17M 519k 32.72
JPMorgan Chase & Co. (JPM) 0.5 $17M 110k 153.81
Procter & Gamble Company (PG) 0.5 $17M -3% 125k 133.41
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $16M -4% 199k 82.66
Marriott Intl Cl A (MAR) 0.5 $16M 110k 148.51
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $16M 268k 60.25
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $16M 514k 31.33
Vanguard Index Fds Growth Etf (VUG) 0.4 $16M -5% 58k 274.49
Alphabet Cap Stk Cl C (GOOG) 0.4 $16M +10% 6.6k 2410.13
At&t (T) 0.4 $16M -3% 498k 31.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $15M -4% 198k 74.56
Walt Disney Company (DIS) 0.4 $15M 78k 186.02
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $15M 282k 51.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $15M -3% 53k 271.75
Ark Etf Tr Innovation Etf (ARKK) 0.4 $15M 120k 120.85
Norfolk Southern (NSC) 0.4 $14M 52k 279.24
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $14M -2% 192k 74.17
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $14M +85% 59k 232.02
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $14M 92k 148.28
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $14M -8% 137k 99.08
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.4 $13M NEW 349k 38.41
Ishares Tr Core Msci Eafe (IEFA) 0.4 $13M -3% 180k 74.40
Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $13M -5% 113k 114.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $13M -5% 242k 52.95
Ishares Core Msci Emkt (IEMG) 0.4 $13M 192k 65.48
Johnson & Johnson (JNJ) 0.3 $12M -6% 76k 162.72
Home Depot (HD) 0.3 $12M -2% 38k 323.66
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $12M 697k 17.60
Intel Corporation (INTC) 0.3 $12M 208k 57.53
Tesla Motors (TSLA) 0.3 $12M +80% 17k 709.41
Ishares Tr Russell 2000 Etf (IWM) 0.3 $12M -2% 53k 224.88
Ishares Tr Msci Eafe Etf (EFA) 0.3 $12M 152k 78.10
Vanguard Index Fds Value Etf (VTV) 0.3 $12M -4% 85k 135.97
Wells Fargo & Company (WFC) 0.3 $11M -3% 252k 45.05
Starbucks Corporation (SBUX) 0.3 $11M 99k 114.48
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.3 $11M 282k 38.66
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.3 $11M NEW 256k 41.88
First Tr Value Line Divid In SHS (FVD) 0.3 $11M 269k 39.44
Fs Kkr Capital Corp. Ii (FSKR) 0.3 $10M 508k 20.47
Verizon Communications (VZ) 0.3 $9.9M 171k 57.85
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $9.7M -5% 116k 83.38
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $9.6M 190k 50.50
Chevron Corporation (CVX) 0.3 $9.5M -4% 93k 103.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $9.5M 137k 69.56
FedEx Corporation (FDX) 0.3 $9.3M 32k 290.25
Abbvie (ABBV) 0.3 $9.3M 83k 111.49
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.3 $9.2M +5% 158k 58.48
First Tr Exchange Traded Fst Low Oppt Eft (LMBS) 0.3 $9.2M 180k 51.27
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.3 $9.2M 62k 148.56
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $9.2M 63k 146.38
Pepsi (PEP) 0.3 $9.1M -14% 63k 144.15
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $9.1M 191k 47.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $8.8M +10% 103k 85.26
Ishares Tr Residential Mult (REZ) 0.2 $8.7M 110k 79.64
Wal-Mart Stores (WMT) 0.2 $8.6M -2% 61k 139.90
Duke Energy Corp Com New (DUK) 0.2 $8.5M -7% 85k 100.68
Anthem (ANTM) 0.2 $8.4M -2% 22k 379.36
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $8.3M 214k 38.72
Vanguard World Fds Health Car Etf (VHT) 0.2 $8.2M -2% 34k 238.23
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $8.1M -4% 80k 102.00
Hormel Foods Corporation (HRL) 0.2 $8.0M 173k 46.20
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $7.9M -2% 184k 43.04
Charles Schwab Corporation (SCHW) 0.2 $7.9M -2% 113k 70.40
Sprott Physical Silver Tr Tr Unit (PSLV) 0.2 $7.9M 839k 9.38
Honeywell International (HON) 0.2 $7.8M +7% 35k 223.02
Bristol Myers Squibb (BMY) 0.2 $7.6M 122k 62.45
Visa Com Cl A (V) 0.2 $7.4M -9% 32k 233.55
Caterpillar (CAT) 0.2 $7.4M -25% 32k 228.11
Pacer Fds Tr Trendp 100 Etf (PTNQ) 0.2 $7.3M 136k 54.04
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $7.2M 133k 54.46
Phillips 66 (PSX) 0.2 $7.2M 89k 80.90
Align Technology (ALGN) 0.2 $7.2M 12k 595.33
First Tr Exchange Traded Cloud Computing (SKYY) 0.2 $7.2M -7% 71k 100.63
Broadcom (AVGO) 0.2 $7.1M -3% 16k 456.47
Ishares Silver Tr Ishares (SLV) 0.2 $7.1M 294k 24.01
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $7.1M 219k 32.23
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $7.0M 81k 86.28
Nike CL B (NKE) 0.2 $7.0M 53k 132.60
Lockheed Martin Corporation (LMT) 0.2 $7.0M 18k 380.53
Invesco Exch Traded Fd Tr Ii Dwa Dev Mkts (PIZ) 0.2 $7.0M -4% 191k 36.55
Union Pacific Corporation (UNP) 0.2 $6.9M 31k 222.09
Realty Income (O) 0.2 $6.9M -3% 100k 69.14
Ishares Tr Morningstar Grwt (ILCG) 0.2 $6.8M +395% 110k 61.87
Prudential Financial (PRU) 0.2 $6.8M 68k 100.35
Goldman Sachs Physical Gold Unit (AAAU) 0.2 $6.7M +31% 380k 17.60
America First Multifamily In Ben Unit Ctf (ATAX) 0.2 $6.6M 1.1M 5.87
Draftkings Com Cl A (DKNG) 0.2 $6.6M 116k 56.65
Emerson Electric (EMR) 0.2 $6.6M 73k 90.49
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $6.5M 20k 329.32
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $6.5M 123k 53.21
CVS Caremark Corporation (CVS) 0.2 $6.5M 85k 76.42
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.2 $6.5M 172k 37.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $6.5M +15% 100k 64.43
Spdr Gold Tr Gold Shs (GLD) 0.2 $6.4M -5% 39k 165.66
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $6.4M -6% 107k 60.43
McDonald's Corporation (MCD) 0.2 $6.4M 27k 236.07
Chipotle Mexican Grill (CMG) 0.2 $6.4M 4.3k 1492.05
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $6.3M -3% 41k 153.00
Ishares Tr National Mun Etf (MUB) 0.2 $6.3M 54k 116.74
Dominion Resources (D) 0.2 $6.2M 77k 79.96
Bank Of Montreal Cadcom (BMO) 0.2 $6.0M 64k 94.31
Ishares Tr Broad Usd High (USHY) 0.2 $6.0M +8169% 146k 41.39
ConocoPhillips (COP) 0.2 $6.0M 117k 51.14
NVIDIA Corporation (NVDA) 0.2 $6.0M -7% 10k 600.30
General Dynamics Corporation (GD) 0.2 $6.0M -5% 31k 190.17
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.2 $5.9M +42% 290k 20.25
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $5.8M 66k 87.47
Marathon Petroleum Corp (MPC) 0.2 $5.7M 103k 55.65
Abbott Laboratories (ABT) 0.2 $5.7M +4% 48k 120.08
Lowe's Companies (LOW) 0.2 $5.6M 29k 196.22
Ishares Tr Conser Alloc Etf (AOK) 0.2 $5.6M +4% 142k 39.35
Costco Wholesale Corporation (COST) 0.2 $5.6M -8% 15k 372.06
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $5.5M -2% 50k 110.37
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $5.5M +2% 34k 162.36
Coca-Cola Company (KO) 0.2 $5.5M 102k 54.11
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $5.4M -8% 88k 61.54
Boeing Company (BA) 0.2 $5.4M +2% 23k 234.30
First Tr Exchange Traded First Tr Enh New (FTSM) 0.2 $5.4M -10% 90k 59.96
International Business Machines (IBM) 0.1 $5.3M -3% 37k 141.87
Constellation Brands Cl A (STZ) 0.1 $5.3M 22k 240.29
Ishares Tr Modert Alloc Etf (AOM) 0.1 $5.2M 118k 44.50
Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 0.1 $5.2M 140k 37.12
Comcast Corp Cl A (CMCSA) 0.1 $5.2M -4% 92k 56.15
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $5.2M -3% 14k 376.94
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $5.2M 96k 53.97
Vanguard Index Fds Small Cp Etf (VB) 0.1 $5.2M -2% 23k 222.47
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $5.1M +2% 111k 46.14
UnitedHealth (UNH) 0.1 $5.1M -13% 13k 398.79
Highland Income Highland Income (HFRO) 0.1 $5.1M -5% 439k 11.50
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.1 $5.0M 183k 27.48
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $5.0M 117k 42.90
Pfizer (PFE) 0.1 $5.0M +7% 129k 38.64
Fs Kkr Capital Corp (FSK) 0.1 $4.9M -3% 238k 20.79
Tyson Foods Cl A (TSN) 0.1 $4.9M 64k 77.44
Ishares Tr Select Divid Etf (DVY) 0.1 $4.9M -5% 42k 118.28
Ishares Tr Expanded Tech (IGV) 0.1 $4.8M 13k 361.54
Cisco Systems (CSCO) 0.1 $4.8M +6% 95k 50.91
First Tr Exchange Traded Dj Internt Idx (FDN) 0.1 $4.8M -6% 21k 228.80
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $4.8M 36k 130.41
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $4.7M 48k 99.17
Altria (MO) 0.1 $4.7M -15% 97k 47.85
Cardinal Health (CAH) 0.1 $4.6M 77k 60.33
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $4.6M 535k 8.61
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $4.6M -12% 13k 354.36
Us Bancorp Del Com New (USB) 0.1 $4.6M 77k 59.35
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $4.5M 44k 103.67
Paypal Holdings (PYPL) 0.1 $4.5M 17k 262.28
Mastercard Incorporated Cl A (MA) 0.1 $4.4M -9% 12k 382.00
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $4.4M -22% 87k 50.49
Bank of America Corporation (BAC) 0.1 $4.4M -2% 108k 40.63
Hess (HES) 0.1 $4.4M 59k 74.50
First Tr Exchange Traded Cap Strength Etf (FTCS) 0.1 $4.3M -12% 58k 74.01
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $4.0M -6% 90k 44.73
Fiserv (FISV) 0.1 $4.0M -6% 33k 120.09
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $3.9M 76k 51.98
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $3.9M -2% 92k 41.99
Merck & Co (MRK) 0.1 $3.9M -7% 52k 74.49
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $3.8M -3% 42k 91.50
Philip Morris International (PM) 0.1 $3.8M +6% 40k 94.99
Stryker Corporation (SYK) 0.1 $3.8M +12% 14k 262.62
Spdr Ser Tr Blomberg Brc Int (BWZ) 0.1 $3.7M -2% 116k 32.16
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $3.7M -2% 29k 127.63
Danaher Corporation (DHR) 0.1 $3.7M -5% 15k 253.87
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.1 $3.6M -2% 128k 28.57
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $3.6M 49k 74.43
Alphabet Cap Stk Cl A (GOOGL) 0.1 $3.6M +12% 1.5k 2353.25
Medtronic SHS (MDT) 0.1 $3.6M 27k 130.92
Automatic Data Processing (ADP) 0.1 $3.6M -5% 19k 186.95
Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.5M -6% 12k 289.95
General Electric Company (GE) 0.1 $3.5M -4% 268k 13.12
First Intst Bancsystem Com Cl A (FIBK) 0.1 $3.5M 75k 46.96
Truist Financial Corp equities (TFC) 0.1 $3.5M 59k 59.30
CSX Corporation (CSX) 0.1 $3.5M -12% 34k 100.73
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $3.4M -8% 44k 77.69
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $3.4M 38k 89.08
Vereit (VER) 0.1 $3.3M -3% 69k 47.84
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $3.3M 8.00 412500.00
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.1 $3.3M 95k 34.36
3M Company (MMM) 0.1 $3.2M +31% 17k 197.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $3.2M -9% 52k 62.23
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $3.2M 45k 71.49
Oneok (OKE) 0.1 $3.2M -3% 61k 52.50
Amgen (AMGN) 0.1 $3.2M 13k 239.64
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $3.1M 71k 44.38
Kinder Morgan (KMI) 0.1 $3.1M +2% 183k 17.05
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $3.1M 10k 306.58
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $3.1M 35k 88.86
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $3.1M +18% 21k 143.97
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $3.0M +13% 27k 114.43
Enbridge (ENB) 0.1 $3.0M -20% 79k 38.56
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $3.0M +57% 9.5k 313.97
Spdr Ser Tr S&p Kensho New (KOMP) 0.1 $3.0M 45k 66.50
United Parcel Service CL B (UPS) 0.1 $3.0M 15k 203.82
Netflix (NFLX) 0.1 $3.0M -3% 5.8k 513.37
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $3.0M -7% 35k 85.51
Marriott Vacations Wrldwde Cp (VAC) 0.1 $3.0M 17k 177.62
Intuitive Surgical Com New (ISRG) 0.1 $3.0M +6% 3.4k 864.93
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $2.9M 64k 45.80
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $2.9M 8.6k 338.90
Investar Holding (ISTR) 0.1 $2.9M 131k 22.11
Select Sector Spdr Tr Technology (XLK) 0.1 $2.9M -18% 21k 139.67
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $2.9M 52k 54.80
Arthur J. Gallagher & Co. (AJG) 0.1 $2.8M -3% 19k 144.92
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $2.8M 12k 230.89
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $2.8M +4% 12k 225.34
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $2.8M +30% 58k 47.69
Kimberly-Clark Corporation (KMB) 0.1 $2.8M -10% 21k 133.31

Past Filings by Geneos Wealth Management

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