Geneos Wealth Management Inc. - Portfolio overview

Geneos Wealth Management Inc. has 2662 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 3.08%
2. SPY - SPDR S P 500 ETF TR, 2.86%
3. USMV - ISHARES TR, 2.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.