Geneos Wealth Management

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Geneos Wealth Management

Geneos Wealth Management holds 2672 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Geneos Wealth Management has 2672 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) 4.1 $83M +11% 216k 383.09
Apple (AAPL) 3.4 $69M 500k 138.93
Spdr S P 500 Etf Tr Tr Unit (SPY) 2.5 $50M +28% 130k 381.24
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $39M -2% 414k 93.28
Microsoft Corporation (MSFT) 1.7 $35M +2% 134k 259.57
Ishares Tr Msci Usa Min Vol (USMV) 1.5 $30M -9% 419k 71.06
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.3 $26M 408k 64.30
Ishares Tr Russell 3000 Etf (IWV) 1.3 $26M 116k 220.16
Ishares Tr Core Msci Total (IXUS) 1.3 $25M +4% 445k 56.99
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 1.2 $25M -16% 599k 41.52
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $24M 301k 78.33
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $23M -7% 277k 84.63
Ishares Tr Us Treas Bd Etf (GOVT) 1.2 $23M 971k 24.07
First Tr Exchange Traded Lunt Us Factor (FCTR) 1.1 $22M -12% 809k 27.49

Setup an alert

Geneos Wealth Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Ishares Tr Core 1 5 Yr Usd (ISTB) 1.0 $21M 447k 47.54
Ishares Tr Msci Eafe Min Vl (EFAV) 1.0 $21M -4% 330k 63.57
Exxon Mobil Corporation (XOM) 1.0 $20M -3% 226k 87.55
Amazon (AMZN) 0.8 $17M +2003% 152k 109.55
Uncommon Investment Funds Tr Portfolio Design (UGCE) 0.8 $16M -42% 726k 21.94
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $16M +19% 155k 102.34
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.8 $16M 554k 28.38
Marriott Intl Cl A (MAR) 0.7 $15M 109k 139.17
Ishares Tr Usd Inv Grde Etf (USIG) 0.7 $14M 265k 51.35
Alphabet Cap Stk Cl C (GOOG) 0.7 $14M +9% 6.2k 2181.57
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $13M +6% 183k 72.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $13M +2% 47k 277.48
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $13M +38% 93k 135.87
Ishares Tr Core Msci Eafe (IEFA) 0.6 $13M -4% 213k 58.93
Pepsi (PEP) 0.6 $12M 73k 169.39
Fs Kkr Capital Corp (FSK) 0.6 $12M 611k 19.72
Anthem (ANTM) 0.6 $12M 24k 485.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $12M -12% 62k 190.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $11M -30% 78k 146.77
Chevron Corporation (CVX) 0.6 $11M +7% 78k 146.50
Johnson & Johnson (JNJ) 0.6 $11M +5% 63k 179.51
Norfolk Southern (NSC) 0.5 $11M 49k 228.53
Verizon Communications (VZ) 0.5 $11M +6% 211k 51.64
JPMorgan Chase & Co. (JPM) 0.5 $9.9M +5% 87k 114.04
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $9.8M 195k 50.00
Ishares Tr Msci Eafe Etf (EFA) 0.5 $9.4M 150k 62.64
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.5 $9.4M +39% 149k 62.98
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.5 $9.3M +2% 304k 30.54
Ishares Core Msci Emkt (IEMG) 0.4 $9.1M -4% 186k 48.70
Abbvie (ABBV) 0.4 $8.9M 58k 153.78
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $8.9M +11% 189k 46.93
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $8.9M +21% 238k 37.28
Merck & Co (MRK) 0.4 $8.4M +24% 91k 92.42
Ishares Tr Mbs Etf (MBB) 0.4 $8.2M -7% 84k 98.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $7.9M +19% 274k 28.89
Tesla Motors (TSLA) 0.4 $7.9M 12k 681.74
Select Sector Spdr Tr Financial (XLF) 0.4 $7.6M +13% 239k 31.88
Select Sector Spdr Tr Energy (XLE) 0.4 $7.5M +8% 103k 72.57
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.4 $7.4M -3% 197k 37.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $7.4M -26% 26k 282.12
Hormel Foods Corporation (HRL) 0.4 $7.2M -4% 150k 47.72
Costco Wholesale Corporation (COST) 0.4 $7.1M +11% 15k 485.69
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $7.0M +251% 93k 75.71
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $7.0M +10% 213k 33.02
Sprott Physical Silver Tr Tr Unit (PSLV) 0.3 $6.9M +4% 1.0M 6.77
Home Depot (HD) 0.3 $6.9M -8% 25k 279.06
Broadcom (AVGO) 0.3 $6.8M +19% 14k 477.82
First Tr Exchange Traded Senior Ln Fd (FTSL) 0.3 $6.8M -20% 153k 44.13
Union Pacific Corporation (UNP) 0.3 $6.5M 30k 215.25
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $6.5M 50k 129.67
First Tr Morningstar Divid L SHS (FDL) 0.3 $6.4M +558% 181k 35.62
Intel Corporation (INTC) 0.3 $6.4M +5% 177k 36.34
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $6.4M +18% 121k 52.65
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $6.3M +2% 249k 25.25
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $6.3M 45k 139.21
Bristol Myers Squibb (BMY) 0.3 $6.2M -8% 81k 76.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $6.1M 100k 60.80
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $5.9M -2% 16k 382.79
Hess (HES) 0.3 $5.9M -2% 56k 105.38
Pacer Fds Tr Trendp 100 Etf (PTNQ) 0.3 $5.8M -2% 115k 50.40
Ishares Tr Barclays 7 10 Yr (IEF) 0.3 $5.7M +5% 56k 103.24
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.3 $5.7M 163k 35.18
Meta Platforms Cl A (META) 0.3 $5.7M -9% 35k 160.02
Coca-Cola Company (KO) 0.3 $5.6M +27% 88k 64.37
At&t (T) 0.3 $5.6M 265k 21.31
Dominion Resources (D) 0.3 $5.6M +6% 69k 81.24
Charles Schwab Corporation (SCHW) 0.3 $5.6M +11% 87k 63.92
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.3 $5.6M +9% 133k 41.84
ConocoPhillips (COP) 0.3 $5.5M 61k 90.97
Phillips 66 (PSX) 0.3 $5.5M +6% 65k 84.36
First Tr Exchange Traded Cap Strength Etf (FTCS) 0.3 $5.5M +17% 78k 70.75
Phillips Edison Common Stock (PECO) 0.3 $5.5M -2% 161k 33.99
Pfizer (PFE) 0.3 $5.5M 105k 52.31
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $5.4M +14% 122k 44.71
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $5.4M +11% 149k 36.31
CVS Caremark Corporation (CVS) 0.3 $5.4M +3% 58k 93.93
First Tr Value Line Divid In SHS (FVD) 0.3 $5.4M +16% 138k 39.27
FedEx Corporation (FDX) 0.3 $5.4M +2% 24k 223.57
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $5.3M 96k 55.49
Wal-Mart Stores (WMT) 0.3 $5.3M 43k 122.61
Honeywell International (HON) 0.3 $5.2M -14% 30k 175.09
Highland Income Highland Income (HFRO) 0.3 $5.1M +6% 460k 11.20
Marathon Petroleum Corp (MPC) 0.2 $5.0M 60k 84.47
Comcast Corp Cl A (CMCSA) 0.2 $5.0M +6% 124k 40.28
McDonald's Corporation (MCD) 0.2 $5.0M 20k 252.92
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $5.0M 52k 95.74
Caterpillar (CAT) 0.2 $4.9M 28k 178.27
Chipotle Mexican Grill (CMG) 0.2 $4.9M 3.7k 1306.64
NVIDIA Corporation (NVDA) 0.2 $4.9M +20% 34k 145.21
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $4.7M -8% 113k 41.58
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $4.7M +49% 105k 44.80
Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 0.2 $4.6M +3% 154k 30.22
Goldman Sachs Physical Gold Unit (AAAU) 0.2 $4.5M 253k 17.93
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $4.5M +6% 111k 40.89
Kla Corp Com New (KLAC) 0.2 $4.5M +3% 15k 296.24
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $4.4M -8% 47k 93.70
Gilead Sciences (GILD) 0.2 $4.4M -7% 71k 62.35
Eli Lilly & Co. (LLY) 0.2 $4.4M -2% 14k 324.69
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $4.3M 87k 49.84
Automatic Data Processing (ADP) 0.2 $4.3M +4% 20k 213.22
Two Rds Shared Tr Anfield Us Equ (AESR) 0.2 $4.3M -29% 384k 11.18
Nike CL B (NKE) 0.2 $4.2M +3% 42k 101.17
Danaher Corporation (DHR) 0.2 $4.2M 16k 258.01
International Business Machines (IBM) 0.2 $4.1M 29k 141.09
Emerson Electric (EMR) 0.2 $4.1M +10% 51k 80.35
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $4.1M +33% 101k 40.17
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $4.0M 100k 39.84
Arthur J. Gallagher & Co. (AJG) 0.2 $4.0M +3% 24k 164.62
Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.9M +2% 14k 280.64
Constellation Brands Cl A (STZ) 0.2 $3.8M +10% 16k 235.38
Ishares Tr Select Divid Etf (DVY) 0.2 $3.8M +7% 32k 119.20
Visa Com Cl A (V) 0.2 $3.8M -13% 19k 199.17
Ark Etf Tr Innovation Etf (ARKK) 0.2 $3.8M +18% 93k 41.22
Vanguard Index Fds Growth Etf (VUG) 0.2 $3.8M +2% 17k 225.03
Tyson Foods Cl A (TSN) 0.2 $3.6M +11% 43k 85.25
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $3.6M +2% 35k 102.71
Altria (MO) 0.2 $3.6M +3% 85k 42.25
Paypal Holdings (PYPL) 0.2 $3.6M +27% 50k 71.38
Ishares Tr Russell 2000 Etf (IWM) 0.2 $3.5M -3% 21k 171.37
T. Rowe Price (TROW) 0.2 $3.5M +7% 30k 115.31
Fiserv (FISV) 0.2 $3.5M 38k 92.57
Realty Income (O) 0.2 $3.5M 49k 70.14
Cardinal Health (CAH) 0.2 $3.4M +12% 65k 53.09
Wells Fargo & Company (WFC) 0.2 $3.4M -6% 85k 39.92
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $3.4M +5% 24k 144.83
Oneok (OKE) 0.2 $3.4M 60k 56.74
Huntington Bancshares Incorporated (HBAN) 0.2 $3.4M +11% 278k 12.10
Sprott Physical Gold Tr Unit (PHYS) 0.2 $3.3M 233k 14.17
Kinder Morgan (KMI) 0.2 $3.3M +2% 194k 16.97
Independence Realty Trust In (IRT) 0.2 $3.3M +12% 156k 21.00
Chubb (CB) 0.2 $3.3M +4% 17k 197.87
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $3.2M 151k 21.46
Stryker Corporation (SYK) 0.2 $3.2M +4% 16k 203.85
First Intst Bancsystem Com Cl A (FIBK) 0.2 $3.2M 83k 38.71
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $3.2M +9% 79k 40.56
Spdr Gold Tr Gold Shs (GLD) 0.2 $3.2M 19k 168.27
Enbridge (ENB) 0.2 $3.1M -9% 74k 42.66
First Tr Exchange Traded Dj Internt Idx (FDN) 0.2 $3.1M -6% 24k 129.71
Franklin Bsp Rlty Tr Common Stock (FBRT) 0.2 $3.1M +887% 230k 13.57
First Tr Exchange Traded Dorsey Wright (FVC) 0.2 $3.1M +149% 91k 34.06
Motorola Solutions Com New (MSI) 0.2 $3.0M +8% 15k 210.02
Wp Carey (WPC) 0.1 $3.0M +8% 36k 83.24
Align Technology (ALGN) 0.1 $3.0M +16% 12k 247.33
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $3.0M +36% 86k 34.57
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $3.0M +13% 70k 42.22
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $2.9M 71k 41.09
Philip Morris International (PM) 0.1 $2.9M 29k 99.69
Alphabet Cap Stk Cl A (GOOGL) 0.1 $2.9M +30% 1.3k 2174.57
Ishares Msci Emerg Mrkt (EEMV) 0.1 $2.9M -2% 52k 55.37
Walt Disney Company (DIS) 0.1 $2.9M -3% 30k 96.12
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.1 $2.8M +7% 157k 18.10
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $2.8M +33% 39k 73.23
Mastercard Incorporated Cl A (MA) 0.1 $2.8M -10% 8.9k 318.17
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $2.8M +40% 94k 29.80
Progressive Corporation (PGR) 0.1 $2.8M +7% 24k 118.46
Hershey Company (HSY) 0.1 $2.8M 13k 220.94
Morgan Stanley Com New (MS) 0.1 $2.8M +6% 36k 76.73
General Mills (GIS) 0.1 $2.8M 37k 75.77
Abbott Laboratories (ABT) 0.1 $2.7M -6% 25k 110.20
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $2.7M -3% 49k 54.55
Valero Energy Corporation (VLO) 0.1 $2.6M +27% 25k 107.95
Boeing Company (BA) 0.1 $2.6M 19k 139.80
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.6M 40k 65.56
Spdr Ser Tr Bloomberg Short (BWZ) 0.1 $2.6M 97k 26.88
EOG Resources (EOG) 0.1 $2.6M 23k 111.58
Spdr Ser Tr Bloomberg Conv (CWB) 0.1 $2.6M +2% 40k 64.79
Duke Energy Corp Com New (DUK) 0.1 $2.5M -38% 23k 109.58
CSX Corporation (CSX) 0.1 $2.5M 86k 29.34
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.5M 6.00 415833.33
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $2.4M +9% 86k 28.16
Select Sector Spdr Tr Technology (XLK) 0.1 $2.4M -2% 19k 127.40
Amgen (AMGN) 0.1 $2.4M +27% 9.7k 245.49
Ishares Tr U.s. Finls Etf (IYF) 0.1 $2.4M 34k 70.90
Dover Corporation (DOV) 0.1 $2.4M +6% 19k 122.39
United Parcel Service CL B (UPS) 0.1 $2.4M 13k 184.97
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $2.3M +41% 88k 26.53
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $2.3M +32% 28k 82.96
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.3M 45k 51.37
Us Bancorp Del Com New (USB) 0.1 $2.3M 49k 46.58
Novartis Sponsored Adr (NVS) 0.1 $2.3M 27k 84.33
Lowe's Companies (LOW) 0.1 $2.3M -18% 13k 177.29
Healthcare Tr Amer Cl A New (HTA) 0.1 $2.2M -3% 78k 28.82
Intercontinental Exchange (ICE) 0.1 $2.2M +8% 23k 95.23
Cisco Systems (CSCO) 0.1 $2.2M -34% 52k 42.59
Spdr Ser Tr S&p Kensho New (KOMP) 0.1 $2.2M +8% 54k 40.88
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $2.2M -5% 56k 39.54
Enterprise Products Partners (EPD) 0.1 $2.2M +13% 89k 24.63
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $2.2M +18% 174k 12.46
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $2.2M -2% 32k 67.65
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $2.1M +10% 21k 103.00
Southern Company (SO) 0.1 $2.1M 29k 73.11
Xcel Energy (XEL) 0.1 $2.1M +42% 29k 72.62
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $2.1M -46% 15k 138.07
Marriott Vacations Wrldwde Cp (VAC) 0.1 $2.0M 17k 120.32
Ford Motor Company (F) 0.1 $2.0M +5% 177k 11.31
Invesco Exchange Traded Fd T S&p500 Eql Utl (RYU) 0.1 $2.0M +61% 17k 116.88
Vanguard Index Fds Value Etf (VTV) 0.1 $2.0M +20% 15k 133.17
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.0M -3% 18k 112.32
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.0M -5% 17k 120.42
Ishares Tr Msci Uk Etf New (EWU) 0.1 $2.0M -5% 66k 29.88
Dow (DOW) 0.1 $2.0M -4% 38k 51.67
Oracle Corporation (ORCL) 0.1 $1.9M +2% 27k 70.86
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.9M 8.3k 228.98
American Express Company (AXP) 0.1 $1.9M +77% 14k 140.37
Kimberly-Clark Corporation (KMB) 0.1 $1.9M 14k 136.72
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.1 $1.9M -3% 71k 26.31
Bank of America Corporation (BAC) 0.1 $1.8M -11% 58k 31.54
Ishares Msci Germany Etf (EWG) 0.1 $1.8M NEW 79k 23.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.8M +5% 43k 41.39
AmerisourceBergen (ABC) 0.1 $1.7M -8% 12k 143.07
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.7M 12k 137.78
Ishares Tr Eafe Value Etf (EFV) 0.1 $1.7M 39k 43.54
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $1.7M -8% 19k 91.42
Iqvia Holdings (IQV) 0.1 $1.7M -11% 7.9k 215.05
Nuveen Quality Pref. Inc. Fund II (JPS) 0.1 $1.7M 230k 7.31
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $1.7M -3% 98k 16.98
3M Company (MMM) 0.1 $1.7M -31% 13k 128.46
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.7M +12% 14k 115.94
Managed Portfolio Series Tortoise Nram Pi (TPYP) 0.1 $1.7M +3% 67k 24.52
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.1 $1.6M +13% 91k 17.74
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.6M 7.8k 208.03
Inventrust Pptys Corp Com New (IVT) 0.1 $1.6M 62k 25.99
American Electric Power Company (AEP) 0.1 $1.6M -3% 16k 97.92
General Electric Com New (GE) 0.1 $1.5M -2% 24k 63.53
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.5M -66% 19k 80.30
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $1.5M 47k 32.77
Qualcomm (QCOM) 0.1 $1.5M +44% 12k 123.48
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $1.5M +25% 55k 27.77
Starbucks Corporation (SBUX) 0.1 $1.5M -12% 19k 79.25
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.5M +60% 21k 71.84
Ares Capital Corporation (ARCC) 0.1 $1.5M +16% 80k 18.86
Thermo Fisher Scientific (TMO) 0.1 $1.5M 2.7k 548.27
Occidental Petroleum Corporation (OXY) 0.1 $1.5M +169% 24k 60.43
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.5M 18k 80.62
Truist Financial Corp equities (TFC) 0.1 $1.5M -5% 30k 48.19
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $1.4M -10% 15k 98.97

Past Filings by Geneos Wealth Management

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

View all past filings