Geneos Wealth Management Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1764754
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$4.9B
Holdings
2,475
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Geneos Wealth Management Inc. disclosed 2,475 positions worth $4.9B in its Form 13F-HR for Q2 2026, followed by $SPY. During the quarter the fund opened 80 new positions and exited 72 and a full exit from $HON. The portfolio is most concentrated in Other (67.9% of disclosed assets). All figures are sourced directly from Geneos Wealth Management Inc.’s Form 13F-HR filing with the SEC under CIK 1764754.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
3.3% weight
Held 10 quarters
$SPY2.7% weight
Held 10 quarters
ISHARES TR - CORE S&P TTL
2.4% weight
Held 10 quarters
ISHARES TR - MSCI USA MIN
2.3% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
2.1% weight
Held 10 quarters
$IVZ7 quarters accumulating
EA SERIES TRUST - FREEDOM
7 quarters accumulating
CAPITAL GROUP CORE BALANCE
6 quarters accumulating
DAVIS FUNDAMENTAL ETF TR -
6 quarters accumulating
$BTU6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$161.6M215,810 sh- —
Quality
$133.7M179,069 sh ISHARES TR - CORE S&P TTL STK
—Quality
$115.5M703,221 shISHARES TR - MSCI USA MIN VOL
—Quality
$113.6M1,177,268 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$104.1M151,524 shISHARES TR - RUSSELL 3000 ETF
—Quality
$71.6M167,834 shJANUS DETROIT STR TR - HENDRSN SHRT ETF
—Quality
$66.1M1,352,974 shSPDR SER TR - PORTFOLIO S&P500
—Quality
$59.4M676,322 sh- 76.4
Quality
$58.9M203,493 sh ISHARES TR - 0-3 MNTH TREASRY
—Quality
$49.6M493,129 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $161.6M | 215,810 |
| SPDR S&P 500 ETF TRUST$SPY | — | $133.7M | 179,069 |
| ISHARES TR - CORE S&P TTL STK | — | $115.5M | 703,221 |
| ISHARES TR - MSCI USA MIN VOL | — | $113.6M | 1,177,268 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $104.1M | 151,524 |
| ISHARES TR - RUSSELL 3000 ETF | — | $71.6M | 167,834 |
| JANUS DETROIT STR TR - HENDRSN SHRT ETF | — | $66.1M | 1,352,974 |
| SPDR SER TR - PORTFOLIO S&P500 | — | $59.4M | 676,322 |
 Apple Inc.$AAPL | 76.4 | $58.9M | 203,493 |
| ISHARES TR - 0-3 MNTH TREASRY | — | $49.6M | 493,129 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Geneos Wealth Management Inc.'s 2,475 positions.
Showing top 10 of 2,475 holdings.
Sector Allocation
Other
$3.3B
Technology
$469.0M
Financials
$427.8M
Industrials
$179.6M
Healthcare
$113.3M
Consumer Discretionary
$99.0M
Energy
$96.7M
Real Estate
$45.7M
Top Holdings — Geneos Wealth Management Inc. (Q2 2026)
Top 150 of 2,475 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $161.6M | 3.3% | +4% | — |
| 2 | $SPY | SPDR S&P 500 ETF TRUST | $133.7M | 2.7% | -7% | — |
| 3 | — | ISHARES TR - CORE S&P TTL STK | $115.5M | 2.4% | -4% | — |
| 4 | — | ISHARES TR - MSCI USA MIN VOL | $113.6M | 2.3% | +3% | — |
| 5 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $104.1M | 2.1% | +25% | — |
| 6 | — | ISHARES TR - RUSSELL 3000 ETF | $71.6M | 1.5% | -2% | — |
| 7 | — | JANUS DETROIT STR TR - HENDRSN SHRT ETF | $66.1M | 1.4% | +2% | — |
| 8 | — | SPDR SER TR - PORTFOLIO S&P500 | $59.4M | 1.2% | -4% | — |
| 9 | $AAPL | Apple Inc. | $58.9M | 1.2% | +7% | 76.4 |
| 10 | — | ISHARES TR - 0-3 MNTH TREASRY | $49.6M | 1.0% | +80% | — |
| 11 |  $NSC | NORFOLK SOUTHERN CORP | $47.7M | 1.0% | -1% | 63.2 |
| 12 |  $NVDA | NVIDIA CORP | $46.0M | 0.9% | +22% | 85.9 |
| 13 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $44.8M | 0.9% | +3% | — |
| 14 | — | ISHARES TR - CORE MSCI TOTAL | $44.2M | 0.9% | +0% | — |
| 15 | — | SPDR SER TR - PORTFOLI S&P1500 | $43.2M | 0.9% | +2% | — |
| 16 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $42.3M | 0.9% | -3% | — |
| 17 | — | SPDR INDEX SHS FDS - PORTFOLIO DEVLPD | $39.7M | 0.8% | +2% | — |
| 18 | — | FIRST TR EXCHNG TRADED FD VI - TCW OPPORTUNIS | $38.7M | 0.8% | +4% | — |
| 19 |  $MSFT | MICROSOFT CORP | $37.2M | 0.8% | -1% | 79.8 |
| 20 | — | ISHARES TR - CORE MSCI EAFE | $36.9M | 0.8% | +0% | — |
| 21 | — | SPDR SER TR - PRTFLO S&P500 GW | $36.1M | 0.7% | +0% | — |
| 22 | — | SPDR SER TR - PRTFLO S&P500 VL | $35.9M | 0.7% | +0% | — |
| 23 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $35.7M | 0.7% | +7% | — |
| 24 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $34.5M | 0.7% | +5% | — |
| 25 | — | VANGUARD TAX MANAGED FDS - VAN FTSE DEV MKT | $33.8M | 0.7% | +4% | — |
| 26 |  $BRK.B | BERKSHIRE HATHAWAY INC | $33.0M | 0.7% | -6% | 73.8 |
| 27 | — | DBX ETF TR - XTRACK MSCI EAFE | $32.4M | 0.7% | +1% | — |
| 28 | — | FIRST TR EXCHANGE TRADED FD - HIGH INCM STRGC | $32.2M | 0.7% | +4% | — |
| 29 | — | SPDR SER TR - PORTFOLIO CRPORT | $31.4M | 0.6% | +6% | — |
| 30 |  $PANW | Palo Alto Networks Inc | $29.7M | 0.6% | -12% | 65.5 |
| 31 | — | ISHARES TR - CORE 1 5 YR USD | $29.5M | 0.6% | +5% | — |
| 32 |  $AMZN | AMAZON COM INC | $29.4M | 0.6% | +17% | 68.7 |
| 33 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | $29.0M | 0.6% | +3% | — |
| 34 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 1 | $28.0M | 0.6% | +3% | — |
| 35 | — | CAPITAL GROUP GROWTH ETF - SHS CREATION UNI | $27.9M | 0.6% | +7% | — |
| 36 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $27.5M | 0.6% | +3% | — |
| 37 | — | VANGUARD STAR FDS - VG TL INTL STK F | $27.3M | 0.6% | +186% | — |
| 38 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $26.8M | 0.6% | +2% | — |
| 39 | $IVZ | Invesco Ltd. | $26.8M | 0.6% | +8% | — |
| 40 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI | $25.6M | 0.5% | +4% | — |
| 41 | — | ISHARES TR - MSCI EAFE ETF | $25.5M | 0.5% | -0% | — |
| 42 |  $GOOGL | Alphabet Inc. | $25.0M | 0.5% | -4% | 78.2 |
| 43 | — | SPDR SER TR - PORTFOLIO S&P600 | $24.4M | 0.5% | +3% | — |
| 44 |  $GOOG | Alphabet Inc. | $24.4M | 0.5% | -8% | 78.2 |
| 45 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $24.0M | 0.5% | +9% | — |
| 46 |  $JPM | JPMORGAN CHASE & CO | $23.9M | 0.5% | +0% | 70.7 |
| 47 | — | T ROWE PRICE ETF INC - US EQUITY RESEAR | $23.7M | 0.5% | -0% | — |
| 48 | — | SPDR SER TR - PORTFOLIO S&P400 | $22.8M | 0.5% | +3% | — |
| 49 | — | PGIM ETF TR - PGIM ULTRA SH BD | $22.7M | 0.5% | +18% | — |
| 50 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $22.4M | 0.5% | +3% | — |
| 51 | — | SPDR SER TR - PORTFOLIO SHORT | $22.1M | 0.5% | +5% | — |
| 52 |  $CRWD | CrowdStrike Holdings, Inc. | $21.1M | 0.4% | -4% | 67.7 |
| 53 | — | VANGUARD INDEX FDS - GROWTH ETF | $20.6M | 0.4% | +575% | — |
| 54 | — | ISHARES TR - US TREAS BD ETF | $19.6M | 0.4% | +1% | — |
| 55 |  $AVGO | Broadcom Inc. | $19.5M | 0.4% | -1% | 84.5 |
| 56 | — | DIMENSIONAL ETF TRUST - US SMALL CAP VAL | $19.1M | 0.4% | +1% | — |
| 57 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | $18.9M | 0.4% | +2% | — |
| 58 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $18.7M | 0.4% | +6% | — |
| 59 | — | ISHARES TR - MSCI EAFE MIN VL | $18.4M | 0.4% | -2% | — |
| 60 | — | PACER FDS TR - TRENDP US LAR CP | $18.1M | 0.4% | +34% | — |
| 61 |  $XOM.R34088 | EXXON MOBIL CORP | $17.4M | 0.3% | -30% | 57.9 |
| 62 |  $CAT | CATERPILLAR INC | $17.2M | 0.3% | +0% | 66.5 |
| 63 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $17.2M | 0.3% | +5% | — |
| 64 |  $WPC | W. P. Carey Inc. | $17.2M | 0.3% | -2% | 65.9 |
| 65 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $17.1M | 0.3% | +23% | — |
| 66 | — | PACER FDS TR - TRENDPILOT 100 | $16.9M | 0.3% | +15% | — |
| 67 | — | FIRST TR EXCHNG TRADED FD VI - TCW UNCONSTRAI | $16.1M | 0.3% | +2% | — |
| 68 | — | ISHARES TR - US SML CAP EQT | $16.1M | 0.3% | -0% | — |
| 69 |  $META | Meta Platforms, Inc. | $15.7M | 0.3% | +53% | 79.6 |
| 70 | — | SPDR SER TR - S&P 600 SMCP VAL | $15.5M | 0.3% | +22% | — |
| 71 | — | PACER FDS TR - US CASH COWS 100 | $15.5M | 0.3% | -0% | — |
| 72 | — | ISHARES TR - MBS ETF | $15.2M | 0.3% | +3% | — |
| 73 | — | SPDR INDEX SHS FDS - PORTFOLIO EMG MK | $15.0M | 0.3% | +3% | — |
| 74 | $IVZ | Invesco Ltd. | $14.8M | 0.3% | +15% | — |
| 75 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $14.7M | 0.3% | +3% | — |
| 76 |  $FTNT | Fortinet, Inc. | $14.7M | 0.3% | -2% | 80.1 |
| 77 | — | PACER FDS TR - LUNT LRG CP ALTR | $14.4M | 0.3% | -2% | — |
| 78 | — | NORTHERN LTS FD TR IV - INSPIRE 500 ETF | $14.1M | 0.3% | +10% | — |
| 79 |  $CVX | CHEVRON CORP | $13.7M | 0.3% | -7% | 62.8 |
| 80 | $IVZ | Invesco Ltd. | $13.6M | 0.3% | +53% | — |
| 81 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | $13.6M | 0.3% | +4% | — |
| 82 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $13.4M | 0.3% | +14% | — |
| 83 | — | PACER FDS TR - LUNT LRGCP MULTI | $13.2M | 0.3% | -0% | — |
| 84 | — | ISHARES TR - MSCI EMG MKT ETF | $13.0M | 0.3% | +10% | — |
| 85 |  $COST | COSTCO WHOLESALE CORP /NEW | $12.9M | 0.3% | +40% | 66.2 |
| 86 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $12.8M | 0.3% | +5% | — |
| 87 |  $ASML | ASML HOLDING NV | $12.8M | 0.3% | -10% | — |
| 88 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $12.7M | 0.3% | +1% | — |
| 89 |  $LLY | ELI LILLY & Co | $12.6M | 0.3% | +37% | 87.5 |
| 90 |  $URI | UNITED RENTALS, INC. | $12.5M | 0.3% | +2% | 63.9 |
| 91 | — | FIRST TR EXCHANGE TRADED FD - LUNT US FACTOR | $12.4M | 0.3% | -1% | — |
| 92 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED | $12.3M | 0.3% | +4% | — |
| 93 |  $HD | HOME DEPOT, INC. | $12.2M | 0.3% | -2% | 60.3 |
| 94 | — | CAPITAL GROUP CORE BALANCED - SHS | $12.1M | 0.3% | +14% | — |
| 95 |  $V | VISA INC. | $12.1M | 0.3% | +66% | 82.9 |
| 96 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $12.1M | 0.3% | +7% | — |
| 97 | — | FIRST TR EXCHANGE TRADED FD - FST LOW OPPT EFT | $11.9M | 0.2% | +2% | — |
| 98 | — | ISHARES TR - S&P 500 GRWT ETF | $11.6M | 0.2% | -7% | — |
| 99 | — | ISHARES TR - CORE US AGGBD ET | $11.3M | 0.2% | +1% | — |
| 100 | $IVZ | Invesco Ltd. | $11.2M | 0.2% | -1% | — |
| 101 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $11.2M | 0.2% | +0% | — |
| 102 |  $NEE | NEXTERA ENERGY INC | $11.0M | 0.2% | -4% | 64.6 |
| 103 | — | DAVIS FUNDAMENTAL ETF TR - SELCT INTL ETF | $11.0M | 0.2% | +18% | — |
| 104 | — | SPDR SER TR - BLOOMBERG 1-3 MO | $10.8M | 0.2% | -52% | — |
| 105 | — | ISHARES TR - RUSSELL 2000 ETF | $10.7M | 0.2% | +3% | — |
| 106 | — | SELECT SECTOR SPDR TR - TECHNOLOGY | $10.7M | 0.2% | +179% | — |
| 107 |  $KMI | KINDER MORGAN, INC. | $10.6M | 0.2% | +1% | 71.3 |
| 108 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $10.6M | 0.2% | -29% | — |
| 109 |  $PSLV | Sprott Physical Silver Trust | $10.3M | 0.2% | -4% | — |
| 110 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $10.3M | 0.2% | +2% | — |
| 111 | — | TWO RDS SHARED TR - ANFIELD US EQU | $10.2M | 0.2% | -1% | — |
| 112 | — | RBB FUND TRUST - FIRST EAGLE OVER | $10.1M | 0.2% | +3% | — |
| 113 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $10.1M | 0.2% | +2% | — |
| 114 |  $ABBV | AbbVie Inc. | $10.1M | 0.2% | +8% | 72.6 |
| 115 |  $MU | MICRON TECHNOLOGY INC | $9.8M | 0.2% | -3% | 86.2 |
| 116 | — | TIMOTHY PLAN - US LRGMD CP CORE | $9.8M | 0.2% | +1% | — |
| 117 | — | ISHARES TR - S&P 500 VAL ETF | $9.8M | 0.2% | -2% | — |
| 118 |  $TSLA | Tesla, Inc. | $9.7M | 0.2% | +5% | 53.9 |
| 119 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $9.7M | 0.2% | +22% | — |
| 120 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | $9.6M | 0.2% | +2% | — |
| 121 | $IVZ | Invesco Ltd. | $9.6M | 0.2% | +0% | — |
| 122 |  $O | REALTY INCOME CORP | $9.6M | 0.2% | +1% | 73.7 |
| 123 | — | ISHARES INC - CORE MSCI EMKT | $9.5M | 0.2% | -3% | — |
| 124 | — | VANECK ETF TRUST - CLO ETF | $9.4M | 0.2% | -9% | — |
| 125 |  $KDP | Keurig Dr Pepper Inc. | $9.3M | 0.2% | +74% | 64.6 |
| 126 |  $CLS | CELESTICA INC | $9.1M | 0.2% | NEW | 69.8 |
| 127 |  $GLD | SPDR GOLD TRUST | $9.1M | 0.2% | +3% | — |
| 128 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LADDERED | $9.1M | 0.2% | +2% | — |
| 129 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $9.0M | 0.2% | +1% | — |
| 130 |  $SCHW | SCHWAB CHARLES CORP | $8.9M | 0.2% | +0% | 79.4 |
| 131 | $IVZ | Invesco Ltd. | $8.8M | 0.2% | +5% | — |
| 132 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI | $8.5M | 0.2% | +18% | — |
| 133 | — | FIRST TR EXCHNG TRADED FD VI - VEST LADDERED SM | $8.4M | 0.2% | +0% | — |
| 134 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8.2M | 0.2% | -5% | — |
| 135 | — | EA SERIES TRUST - FREEDOM 100 EM | $8.2M | 0.2% | +14% | — |
| 136 |  $LMT | LOCKHEED MARTIN CORP | $8.1M | 0.2% | +786% | 65.6 |
| 137 | — | SPDR SER TR - PORTFOLIO AGRGTE | $8.1M | 0.2% | +12% | — |
| 138 | $IVZ | Invesco Ltd. | $8.0M | 0.2% | +21% | — |
| 139 | — | BNY MELLON ETF TRUST - US MDCP CORE EQT | $8.0M | 0.2% | -7% | — |
| 140 | — | VANGUARD WELLINGTON FD - US MULTIFACTOR | $7.8M | 0.2% | +1% | — |
| 141 |  $DRI | DARDEN RESTAURANTS INC | $7.8M | 0.2% | -8% | 64.1 |
| 142 | — | FIRST TR SML CP CORE ALPHA F - COM SHS | $7.7M | 0.2% | +2% | — |
| 143 |  $PGR | PROGRESSIVE CORP/OH/ | $7.7M | 0.2% | -7% | 80.1 |
| 144 |  $ELV | Elevance Health, Inc. | $7.7M | 0.2% | +4% | 59 |
| 145 | — | ISHARES TR - CORE DIV GRWTH | $7.7M | 0.2% | +8% | — |
| 146 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $7.7M | 0.2% | +19% | — |
| 147 |  $DOV | DOVER Corp | $7.6M | 0.2% | -8% | 58.1 |
| 148 |  $DIS | Walt Disney Co | $7.6M | 0.2% | -7% | 60.1 |
| 149 |  $AMAT | APPLIED MATERIALS INC /DE | $7.6M | 0.2% | -8% | 72.3 |
| 150 |  $WMT | Walmart Inc. | $7.6M | 0.1% | -1% | 60.2 |
New Positions (80)
ISHARES INC - MSCI JPN ETF NEW$1.9M
ISHARES INC - GLB ENR PROD ETF$638,187
$DERM Journey Medical Corp$448,022 INNOVATOR ETFS TRUST - DEFINED WLT SHLD$282,590
VANECK ETF TRUST - REAL ASSETS ETF$266,503
ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO$222,994
$WHD Cactus, Inc.$125,514 BLACKROCK ETF TRUST - ISHARES A I INNO$112,452
TEUCRIUM COMMODITY TR - SOYBEAN FD$104,920
FLEXSHARES TR - US QT LW VLTY$101,912
PROSHARES TR - SHORT BITCOIN ET$92,519
EATON VANCE TAX ADVT DIV INC - COM$81,933
ETF OPPORTUNITIES TRUST - T REX 2X INVERSE$78,085
MORGAN STANLEY PATHWAY FDS - LARGE CAP EQTY$63,924
J P MORGAN EXCHANGE TRADED F - GLOBAL SEL EQUIT$62,318
Exited Positions (72)
$HON HONEYWELL INTERNATIONAL INC GLOBAL X FDS
SPDR SER TR
$SA SEABRIDGE GOLD INC VANECK ETF TRUST
$SDA SunCar Technology Group Inc.
$CCL Carnival Corp Ltd.
$STN STANTEC INC TRIMTABS ETF TR
$DD DuPont de Nemours, Inc. VICTORY PORTFOLIOS II
$CUK CARNIVAL PLC BONDBLOXX ETF TRUST
FIRST TR EXCHNG TRADED FD VI
INNOVATOR ETFS TRUST
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AI-Powered Hedge Fund Analysis: Geneos Wealth Management Inc.
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