Geneos Wealth Management Inc. Asset Management

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.7 Million 0.36% of portfolio
869,928
Q3 2025 Reduced 2.04%
$0
$7.01 Million 0.19% of portfolio
469,244
Q3 2025 Reduced 16.11%
$0
$6.23 Million 0.17% of portfolio
981,727
Q3 2025 Reduced 2.61%
$0
$6.19 Million 0.16% of portfolio
209,101
Q3 2025 Reduced 5.46%
$4.3B
$2.4 Million 0.06% of portfolio
37,712
Q3 2025 Added 2.45%
$0
$1.7 Million 0.05% of portfolio
46,272
Q3 2025 Added 2.58%
$0
$1.6 Million 0.04% of portfolio
195,356
Q3 2025 Reduced 6.19%
$0
$1.17 Million 0.03% of portfolio
57,442
Q3 2025 Reduced 1.69%
$88.6B
$1.15 Million 0.03% of portfolio
10,585
Q3 2025 Reduced 18.45%
$103B
$1.03 Million 0.03% of portfolio
6,012
Q3 2025 Reduced 4.81%
$0
$887,000 0.02% of portfolio
59,241
Q3 2025 Added 0.34%
$0
$849,000 0.02% of portfolio
89,397
Q3 2025 Reduced 23.22%
$2.35B
$617,000 0.02% of portfolio
45,085
Q3 2025 Added 2.38%
$0
$415,000 0.01% of portfolio
38,474
Q2 2025 Added 818.23%
$0
$345,000 0.01% of portfolio
34,716
Q3 2025 Reduced 15.1%
$0
$326,000 0.01% of portfolio
14,190
Q2 2025 Reduced 6.98%
$0
$290,000 0.01% of portfolio
11,700
Q2 2025 Added 100.0%
$0
$281,000 0.01% of portfolio
33,022
Q3 2025 Reduced 3.31%
$0
$253,000 0.01% of portfolio
42,860
Q2 2025 Added 51.82%
$0
$246,000 0.01% of portfolio
15,529
Q3 2025 Added 11.64%
$0
$182,000 0.0% of portfolio
4,899
Q2 2025 Added 200.0%
$0
$154,000 0.0% of portfolio
6,213
Q3 2025 Added 10.99%
$0
$153,000 0.0% of portfolio
12,424
Q3 2025 Added 1.55%
$0
$129,000 0.0% of portfolio
16,020
Q3 2025 Reduced 1.83%
$23.2B
$127,000 0.0% of portfolio
1,243
Q3 2025 Added 5.25%
$0
$127,000 0.0% of portfolio
3,216
Q2 2025 Added 0.25%
$0
$124,000 0.0% of portfolio
9,001
Q3 2025 Added 1.72%
$2.26B
$122,000 0.0% of portfolio
6,475
Q2 2025 Added 30.68%
$506M
$121,000 0.0% of portfolio
7,834
Q3 2025 Added 3.54%
$0
$121,000 0.0% of portfolio
5,772
Q2 2025 Added 127.6%
$0
$113,000 0.0% of portfolio
5,037
Q3 2025 Added 1.84%
$0
$105,000 0.0% of portfolio
3,906
Q3 2025 Reduced 32.12%
$0
$85,000 0.0% of portfolio
11,300
Q3 2025 Reduced 10.17%
$556M
$83,000 0.0% of portfolio
8,802
Q2 2025 Added 21.73%
$0
$83,000 0.0% of portfolio
7,696
Q1 2024 New
$0
$83,000 0.0% of portfolio
10,340
Q2 2025 Added 8.39%
$11.6B
$82,000 0.0% of portfolio
3,568
Q3 2025 Added 8.65%
$20.7B
$79,000 0.0% of portfolio
961
Q3 2025 Reduced 42.76%
$3.86B
$77,000 0.0% of portfolio
2,015
Q3 2025 Added 1.15%
$0
$72,000 0.0% of portfolio
3,794
Q3 2025 Reduced 45.24%
$43.4B
$72,000 0.0% of portfolio
626
Q3 2025 Reduced 57.99%
$0
$71,000 0.0% of portfolio
4,110
Q3 2025 Added 270.27%
$49.2B
$69,000 0.0% of portfolio
142
Q3 2025 Reduced 68.23%
$0
$67,000 0.0% of portfolio
9,732
Q3 2025 New
$0
$60,000 0.0% of portfolio
6,024
Q4 2024 Added 62.81%
$0
$59,000 0.0% of portfolio
3,545
Q3 2025 Reduced 6.96%
$0
$53,000 0.0% of portfolio
2,400
Q3 2025 New
$0
$46,000 0.0% of portfolio
2,680
Q1 2025 Reduced 17.03%
$0
$46,000 0.0% of portfolio
3,775
Q2 2025 Added 65.06%
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