Geneos Wealth Management Inc.: 13F holdings
CIK 17647542026Q2
| Positions | 2,475 |
|---|
| Reported value | $4.9bn |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 2,475 (+10 vs prior quarter) |
|---|
| Reported value | $4.9bn (+13.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 215,810 | $161.6m | 3.3% |
| SPY SPDR S P 500 ETF TR | 179,069 | $133.7m | 2.7% |
| ITOT ISHARES TR | 703,221 | $115.5m | 2.4% |
| USMV ISHARES TR | 1,177,268 | $113.6m | 2.3% |
| VOO VANGUARD INDEX FDS | 151,524 | $104.1m | 2.1% |
| IWV ISHARES TR | 167,834 | $71.6m | 1.5% |
| VNLA JANUS DETROIT STR TR | 1,352,974 | $66.1m | 1.3% |
| SPYM SPDR SER TR | 676,322 | $59.4m | 1.2% |
| AAPL APPLE INC | 203,493 | $58.9m | 1.2% |
| SGOV ISHARES TR | 493,129 | $49.6m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1764754")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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