Geneos Wealth Management Inc. has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.24 Billion distributed in 2053 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $87.6M, Ishares Core S&P 500 ETF with a value of $76.6M, Ishares Msci Usa Min Vol Facto with a value of $45.8M, Ishares Core S&P Total U.S. St with a value of $43.4M, and Apple Inc. with a value of $36.4M.
Examining the 13F form we can see an increase of $68.2M in the current position value, from $2.17B to 2.24B.
Below you can find more details about Geneos Wealth Management Inc. portfolio as well as his latest detailed transactions.