Geneos Wealth Management Inc. has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.17 Billion distributed in 2121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $67.1M, Spdr S&P 500 ETF Trust with a value of $55.8M, Ishares Msci Usa Min Vol Facto with a value of $43.6M, Ishares Core S&P Total U.S. St with a value of $40.5M, and Ishares Russell 3000 ETF with a value of $33.1M.

Examining the 13F form we can see an increase of $153M in the current position value, from $2.02B to 2.17B.

Below you can find more details about Geneos Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.17 Billion
ETFs: $1.43 Billion
Technology: $171 Million
Financial Services: $122 Million
Healthcare: $97.7 Million
Industrials: $71.1 Million
Consumer Cyclical: $70.6 Million
Communication Services: $48.1 Million
Consumer Defensive: $40.1 Million
Other: $91.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 2,121
  • Current Value $2.17 Billion
  • Prior Value $2.02 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 152 stocks
  • Additional Purchases 579 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 654 stocks
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