Geneos Wealth Management Inc. - Q12026 Holdings

Geneos Wealth Management Inc. holds 2465 stocks with a total portfolio value of $ 4.31B as of Q12026. In Q12026, Geneos Wealth Management Inc. added 116 new positions, increased stakes in 715 stocks, reduced 636 holdings, and fully exited 109 positions. The largest holding is Ishares Tr (IVV), representing 3.14% of the total portfolio.