Geneos Wealth Management Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.77 Billion distributed in 2462 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 $132M, Spdr S&P 500 ETF Trust with a value of $88.7M, Vanguard Index Fds S&P 500 ETF with a value of $52.8M, Ishares Msci Usa Min Vol Facto with a value of $52.3M, and Capital Group Growth ETF Shs C with a value of $52.2M.
Examining the 13F form we can see an decrease of $150M in the current position value, from $3.92B to 3.77B.
Below you can find more details about Geneos Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.77 Billion
ETFs: $2.42 Billion
Technology: $324 Million
Financial Services: $227 Million
Industrials: $142 Million
Healthcare: $129 Million
Energy: $94.9 Million
Consumer Cyclical: $92.1 Million
Communication Services: $82 Million
Other: $157 Million
Stock Holdings Table Market Cap. of Under $50 Millions
