Geneos Wealth Management Inc. - Q42025 Holdings

Geneos Wealth Management Inc. holds 2459 stocks with a total portfolio value of $ 4.09B as of Q42025. In Q42025, Geneos Wealth Management Inc. added 119 new positions, increased stakes in 746 stocks, reduced 616 holdings, and fully exited 122 positions. The largest holding is Ishares Tr (IVV), representing 3.30% of the total portfolio.