Geneos Wealth Management Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.77 Billion distributed in 2879 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $121M, Spdr S&P 500 ETF Trust with a value of $93.3M, Ishares Core S&P 500 ETF with a value of $84.2M, Ishares Msci Usa Min Vol Facto with a value of $49.2M, and Ishares Core S&P Total U.S. St with a value of $45.9M.
Examining the 13F form we can see an increase of $167M in the current position value, from $2.6B to 2.77B.
Below you can find more details about Geneos Wealth Management Inc. portfolio as well as his latest detailed transactions.
