Geneos Wealth Management Inc. Software—Application

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$9.45 Million 0.25% of portfolio
96,456
Q3 2025 Reduced 2.3%
$240B
$4.11 Million 0.11% of portfolio
17,348
Q3 2025 Reduced 15.32%
$2.22B
$2.58 Million 0.07% of portfolio
7,997
Q3 2025 Reduced 5.93%
$181B
$2.1 Million 0.06% of portfolio
2,924
Q3 2025 Reduced 34.01%
$53.1B
$722,000 0.02% of portfolio
2,940
Q3 2025 Reduced 11.1%
$186B
$644,000 0.02% of portfolio
4,334
Q3 2025 Reduced 22.73%
$43.8B
$496,000 0.01% of portfolio
1,471
Q3 2025 Reduced 19.66%
$183B
$324,000 0.01% of portfolio
475
Q3 2025 Reduced 69.39%
$19.1B
$273,000 0.01% of portfolio
5,576
Q3 2025 Reduced 90.95%
$14B
$172,000 0.0% of portfolio
2,390
Q3 2025 Reduced 1.04%
$9.73B
$70,000 0.0% of portfolio
337
Q3 2025 Added 2.43%
$2.9B
$59,000 0.0% of portfolio
3,109
Q3 2025 Reduced 55.63%
$84.1B
$57,000 0.0% of portfolio
257
Q3 2025 Reduced 43.02%
$295B
$53,000 0.0% of portfolio
200
Q3 2025 Reduced 88.47%
$1.22B
$43,000 0.0% of portfolio
5,600
Q3 2025 Reduced 0.85%
$174B
$33,000 0.0% of portfolio
36
Q3 2025 Reduced 95.44%
$7.31B
$24,000 0.0% of portfolio
1,100
Q2 2025 Added 10.0%
$20.5B
$22,000 0.0% of portfolio
276
Q3 2025 Reduced 69.23%
$55.6B
$22,000 0.0% of portfolio
157
Q3 2025 Reduced 78.37%
$89.2B
$20,000 0.0% of portfolio
57
Q3 2025 Reduced 93.94%
$1.74B
$19,000 0.0% of portfolio
784
Q3 2025 Added 12.64%
$3.35B
$17,000 0.0% of portfolio
900
Q3 2025 Reduced 11.42%
$18.3B
$17,000 0.0% of portfolio
77
Q3 2025 Reduced 43.38%
$11.1B
$17,000 0.0% of portfolio
85
Q3 2025 Reduced 9.57%
$19.3B
$12,000 0.0% of portfolio
24
Q3 2025 Reduced 33.33%
$43.9B
$11,000 0.0% of portfolio
8
Q3 2025 Reduced 33.33%
$2.22B
$9,000 0.0% of portfolio
1,294
Q1 2025 Reduced 43.44%
$45.3B
$7,000 0.0% of portfolio
32
Q3 2025 Reduced 85.12%
$2.34B
$7,000 0.0% of portfolio
135
Q4 2024 Reduced 1.46%
$904M
$5,000 0.0% of portfolio
140
Q1 2025 Reduced 41.67%
$3.16B
$5,000 0.0% of portfolio
50
Q2 2025 Reduced 34.21%
$4.21B
$3,000 0.0% of portfolio
46
Q3 2025 New
$21.5B
$2,000 0.0% of portfolio
33
Q3 2025 Reduced 83.66%
$315M
$2,000 0.0% of portfolio
333
Q1 2023 New
$7.9B
$2,000 0.0% of portfolio
16
Q3 2025 Reduced 40.74%
$1.79B
$2,000 0.0% of portfolio
122
Q4 2024 New
$19.1B
$1,000 0.0% of portfolio
4
Q3 2025 Reduced 97.22%
$7.88B
$1,000 0.0% of portfolio
9
Q3 2025 Reduced 94.23%
$9.2B
$1,000 0.0% of portfolio
32
Q3 2025 Reduced 86.67%
$700M
$0 0.0% of portfolio
60
Q2 2025 New
$2.22B
$0 0.0% of portfolio
50
Q2 2025 New
$20.7B
$0 0.0% of portfolio
100
Q3 2025 Reduced 79.42%
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