Back to Geneos Wealth Management Inc.

Geneos Wealth Management Inc.

Q2 2026 13F filing

Updated 35 days ago

2,475 disclosed positions worth $4.9B

Portfolio value
$4.9B
Total holdings
2,475
New positions
83
Closed positions
73
Increased
862
Decreased
559
Turnover
6.3%
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+4.0%
Value
$161.6M
Shares
215.8K
% Port
3.30%
S
2.SPY

SPDR S P 500 ETF TR

-7.3%
Value
$133.7M
Shares
179.1K
% Port
2.73%
E

ISHARES TR

-3.9%
Value
$115.5M
Shares
703.2K
% Port
2.36%
E

ISHARES TR

+3.0%
Value
$113.6M
Shares
1.18M
% Port
2.32%
V

VANGUARD INDEX FDS

+25.3%
Value
$104.1M
Shares
151.5K
% Port
2.12%
E

ISHARES TR

-1.6%
Value
$71.6M
Shares
167.8K
% Port
1.46%
?
7.N/A

JANUS DETROIT STR TR

+2.4%
Value
$66.1M
Shares
1.35M
% Port
1.35%
S

SPDR SER TR

-3.8%
Value
$59.4M
Shares
676.3K
% Port
1.21%
A

APPLE INC

+7.3%
Value
$58.9M
Shares
203.5K
% Port
1.20%
E
10.ETHA

ISHARES TR

+80.2%
Value
$49.6M
Shares
493.1K
% Port
1.01%
N
11.NSC

NORFOLK SOUTHN CORP

-0.6%
Value
$47.7M
Shares
151.5K
% Port
0.97%
N
12.NVDA

NVIDIA CORPORATION

+22.4%
Value
$46M
Shares
229.8K
% Port
0.94%
P
13.PPT

PUTNAM ETF TRUST

+3.4%
Value
$44.8M
Shares
879.4K
% Port
0.91%
E
14.ETHA

ISHARES TR

+0.0%
Value
$44.2M
Shares
463.2K
% Port
0.90%
S

SPDR SER TR

+2.3%
Value
$43.2M
Shares
476.0K
% Port
0.88%
Q
16.QQQ

INVESCO QQQ TR

-2.5%
Value
$42.3M
Shares
57.5K
% Port
0.86%
S

SPDR INDEX SHS FDS

+2.1%
Value
$39.7M
Shares
787.2K
% Port
0.81%
F
18.FPF

FIRST TR EXCHNG TRADED FD VI

+3.6%
Value
$38.7M
Shares
887.3K
% Port
0.79%
M
19.MSFT

MICROSOFT CORP

-1.0%
Value
$37.2M
Shares
99.7K
% Port
0.76%
E
20.ETHA

ISHARES TR

+0.2%
Value
$36.9M
Shares
382.3K
% Port
0.75%
S

SPDR SER TR

+0.2%
Value
$36.1M
Shares
303.2K
% Port
0.74%
S

SPDR SER TR

+0.0%
Value
$35.9M
Shares
591.3K
% Port
0.73%
V
23.VGES

VANGUARD BD INDEX FDS

+6.9%
Value
$35.7M
Shares
465.3K
% Port
0.73%
S

SCHWAB STRATEGIC TR

+4.9%
Value
$34.5M
Shares
654.3K
% Port
0.70%
V
25.VGES

VANGUARD TAX MANAGED FDS

+3.7%
Value
$33.8M
Shares
475.0K
% Port
0.69%
B

BERKSHIRE HATHAWAY INC DEL

-5.7%
Value
$33M
Shares
65.9K
% Port
0.67%
?
27.N/A

DBX ETF TR

+0.8%
Value
$32.4M
Shares
1.01M
% Port
0.66%
?
28.N/A

FIRST TR EXCHANGE TRADED FD

+3.5%
Value
$32.2M
Shares
726.5K
% Port
0.66%
S

SPDR SER TR

+6.5%
Value
$31.4M
Shares
1.08M
% Port
0.64%
P
30.PANW

PALO ALTO NETWORKS INC

-11.8%
Value
$29.7M
Shares
87.1K
% Port
0.61%
E
31.ETHA

ISHARES TR

+5.3%
Value
$29.5M
Shares
612.1K
% Port
0.60%
A
32.AMZN

AMAZON COM INC

+17.1%
Value
$29.4M
Shares
123.2K
% Port
0.60%
?
33.N/A

DIMENSIONAL ETF TRUST

+3.1%
Value
$29M
Shares
654.3K
% Port
0.59%
?
34.N/A

DIMENSIONAL ETF TRUST

+3.3%
Value
$28M
Shares
341.2K
% Port
0.57%
C

CAPITAL GROUP GROWTH ETF

+6.7%
Value
$27.9M
Shares
591.6K
% Port
0.57%
V
36.VGES

VANGUARD INDEX FDS

+3.0%
Value
$27.5M
Shares
74.2K
% Port
0.56%
V
37.VGES

VANGUARD STAR FDS

+186.4%
Value
$27.3M
Shares
319.0K
% Port
0.56%
H
38.HODL

VANECK ETF TRUST

+1.9%
Value
$26.8M
Shares
257.8K
% Port
0.55%
I
39.IVZ

INVESCO EXCHANGE TRADED FD T

+7.8%
Value
$26.8M
Shares
125.8K
% Port
0.55%
C

CAPITAL GROUP DIVIDEND VALUE

+3.9%
Value
$25.6M
Shares
520.0K
% Port
0.52%
E
41.ETHA

ISHARES TR

-0.3%
Value
$25.5M
Shares
245.1K
% Port
0.52%
G

ALPHABET INC

-4.4%
Value
$25M
Shares
70.6K
% Port
0.51%
A
43.ARCC

SPDR SER TR

+3.0%
Value
$24.4M
Shares
423.2K
% Port
0.50%
G

ALPHABET INC

-7.7%
Value
$24.4M
Shares
68.2K
% Port
0.50%
J

J P MORGAN EXCHANGE TRADED F

+8.5%
Value
$24M
Shares
331.5K
% Port
0.49%
J

JPMORGAN CHASE CO

+0.0%
Value
$23.9M
Shares
73.1K
% Port
0.49%
?
47.N/A

T ROWE PRICE ETF INC

-0.2%
Value
$23.7M
Shares
498.0K
% Port
0.48%
S

SPDR SER TR

+3.3%
Value
$22.8M
Shares
336.9K
% Port
0.46%
?
49.N/A

PGIM ETF TR

+18.5%
Value
$22.7M
Shares
458.3K
% Port
0.46%
F
50.FPF

FIRST TR EXCHANGE TRADED FD

+2.6%
Value
$22.4M
Shares
276.6K
% Port
0.46%