account_balance
Investment manager · 13F filer · SEC CIK 1764754
Geneos Wealth Management Inc.
Reported value$5.32Bas of Sep 30, 2026
Positions3,185 773 new, 63 sold out
Top 10 weight18.6%IVV alone is 3%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
3.1%
SPYSPDR S P 500 ETF Tr
2.6%
USMViShares Tr
2.2%
ITOTiShares Tr
2.2%
VOOVanguard Index FDS
2.1%Added +4%
AAPLApple Inc
1.4%Added +12%
IWViShares Tr
1.4%
SGOViShares Tr
1.3%Added +34%
VNLAJanus Detroit STR Tr
1.2%
NVDANvidia Corporation
1.2%Added +25%
SPYMSPDR Ser Tr
1.2%
MSFTMicrosoft Corp
1.0%Added +9%
IVViShares Tr
3.1%
SPYSPDR S P 500 ETF Tr
2.6%
USMViShares Tr
2.2%
ITOTiShares Tr
2.2%
VOOVanguard Index FDS
2.1%Added +4%
IWV1.4%
SGOV1.3%
VNLA1.2%
NVDA1.2%SPYM1.2%
MSFT1.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 3.1% Held
SPY SPDR S P 500 ETF Tr 2.6% HeldUSMV iShares Tr 2.2% Held
ITOT iShares Tr 2.2% Held
VOO Vanguard Index FDS 2.1% Added +4%
AAPL Apple Inc 1.4% Added +12%IWV iShares Tr 1.4% Held
SGOV iShares Tr 1.3% Added +34%
VNLA Janus Detroit STR Tr 1.2% Held
NVDA Nvidia Corporation 1.2% Added +25%SPYM SPDR Ser Tr 1.2% Held
MSFT Microsoft Corp 1.0% Added +9%What changed