Geneos Wealth Management Inc. Portfolio Holdings
Geneos Wealth Management Inc.
- $2.17 Billion
- Q1 2024
Geneos Wealth Management Inc. has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.17 Billion distributed in 2121 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 $67.1M, Spdr S&P 500 ETF Trust with a value of $55.8M, Ishares Msci Usa Min Vol Facto with a value of $43.6M, Ishares Core S&P Total U.S. St with a value of $40.5M, and Ishares Russell 3000 ETF with a value of $33.1M.
Examining the 13F form we can see an increase of $153M in the current position value, from $2.02B to 2.17B.
Below you can find more details about Geneos Wealth Management Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 2,121
- Current Value $2.17 Billion
- Prior Value $2.02 Billion
- Filing
- Period Q1 2024
- Filing Date May 03, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 152 stocks
- Additional Purchases 579 stocks
- Sold out of 0 stocks
- Reduced holdings in 654 stocks