Notify me when Geneos Wealth Management Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 2,459 | $4,088,443,658 | +$253,574,110 | -$147,083,781 | +$106,490,329 | IVV, SPY, VOO, IWV, AAPL | 13F-HR | 28 Jan 2026, 16:04 |
| Q3 2025 | 2,462 | $3,941,281,271 | +$188,262,192 | -$577,081,952 | -$388,819,760 | IVV, SPY, VOO, USMV, CGGR | 13F-HR | 22 Oct 2025, 14:06 |
| Q2 2025 | 3,109 | $4,093,113,872 | +$985,833,575 | -$92,616,552 | +$893,217,023 | IVV, SPY, MSFT, USMV, ITOT | 13F-HR | 18 Aug 2025, 12:42 |
| Q1 2025 | 3,039 | $2,983,716,490 | $0 | $0 | $0 | IVV, SPY, USMV, ITOT, AAPL | New Holdings | 21 May 2025, 10:36 |
| Q1 2025 | 3,234 | $2,983,734,114 | +$420,252,544 | -$246,386,451 | +$173,866,093 | IVV, SPY, USMV, ITOT, AAPL | 13F-HR | 07 May 2025, 17:45 |
| Q4 2024 | 2,879 | $2,855,084,112 | +$383,134,603 | -$114,683,104 | +$268,451,499 | SGOV, SPY, IVV, USMV, ITOT | 13F-HR | 21 Jan 2025, 11:49 |
| Q3 2024 | 2,557 | $2,620,395,273 | +$334,112,360 | -$84,207,183 | +$249,905,177 | SPY, IVV, USMV, ITOT, AAPL | 13F-HR | 14 Nov 2024, 11:22 |
| Q2 2024 | 2,053 | $2,252,505,956 | +$191,437,103 | -$125,811,839 | +$65,625,264 | SPY, IVV, USMV, ITOT, AAPL | 13F-HR | 23 Jul 2024, 13:36 |
| Q1 2024 | 2,121 | $2,183,779,701 | +$191,100,510 | -$159,412,977 | +$31,687,533 | IVV, SPY, USMV, ITOT, IWV | 13F-HR | 03 May 2024, 13:57 |
| Q4 2023 | 2,089 | $2,024,819,731 | +$143,587,527 | -$240,093,262 | -$96,505,735 | IVV, SPY, USMV, ITOT, AAPL | 13F-HR | 26 Jan 2024, 12:54 |
| Q3 2023 | 2,091 | $1,942,210,374 | +$163,083,264 | -$84,946,898 | +$78,136,366 | IVV, SPY, USMV, AAPL, ITOT | 13F-HR | 11 Oct 2023, 15:58 |
| Q2 2023 | 2,069 | $1,893,162,627 | +$299,664,367 | -$79,625,740 | +$220,038,627 | IVV, SPY, USMV, ITOT, IWV | 13F-HR | 08 Aug 2023, 15:42 |
| Q1 2023 | 2,041 | $1,646,802,431 | +$225,910,494 | -$293,064,154 | -$67,153,660 | IVV, SPY, USMV, ITOT, AAPL | 13F-HR | 25 Apr 2023, 12:21 |
| Q4 2022 | 2,014 | $1,651,152,373 | +$161,988,106 | -$76,451,541 | +$85,536,565 | IVV, IJR, USMV, SPY, ITOT | 13F-HR | 30 Jan 2023, 18:06 |
| Q3 2022 | 1,992 | $1,451,879,000 | +$85,117,923 | -$503,519,216 | -$418,401,293 | IVV, SPY, IJR, USMV, AAPL | 13F-HR | 14 Nov 2022, 11:34 |
| Q2 2022 | 2,579 | $2,024,094,000 | +$145,727,016 | -$124,224,183 | +$21,502,833 | IVV, AAPL, SPY, IJR, MSFT | 13F-HR | 22 Jul 2022, 10:13 |
| Q1 2022 | 2,737 | $2,327,709,000 | +$219,372,693 | -$427,410,690 | -$208,037,997 | AAPL, IVV, SPY, IJR, MSFT | 13F-HR | 16 May 2022, 16:27 |
| Q4 2021 | 2,759 | $2,626,349,000 | +$200,356,279 | -$322,033,117 | -$121,676,838 | AAPL, IVV, SPY, IJR, MSFT | 13F-HR | 08 Feb 2022, 17:33 |
| Q3 2021 | 2,829 | $2,609,608,000 | +$236,159,297 | -$154,050,890 | +$82,108,407 | IVV, AAPL, IJR, SPY, USMV | 13F-HR | 09 Nov 2021, 14:41 |
| Q2 2021 | 2,842 | $2,563,898,000 | +$126,814,406 | -$1,222,322,043 | -$1,095,507,637 | IVV, AAPL, IJR, SSO, SPY | 13F-HR | 08 Jul 2021, 11:44 |
| Q1 2021 | 3,117 | $3,524,602,000 | +$146,554,311 | -$89,077,123 | +$57,477,188 | IVV, AAPL, VTI, SPYV, SPLG | 13F-HR | 17 Jun 2021, 11:06 |
| Q4 2020 | 2,879 | $1,872,117,000 | +$345,217,336 | -$134,302,070 | +$210,915,266 | IVV, IJR, SPY, MSFT, IXUS | 13F-HR | 18 May 2021, 17:51 |
| Q3 2020 | 2,626 | $1,928,737,000 | +$224,051,082 | -$124,723,433 | +$99,327,649 | IVV, AAPL, GOVT, USIG, AGG | 13F-HR | 07 Sep 2021, 13:53 |
| Q2 2020 | 2,557 | $1,788,210,000 | +$258,271,921 | -$163,615,607 | +$94,656,314 | IVV, AAPL, GOVT, AGG, USMV | 13F-HR | 07 Sep 2021, 13:51 |
| Q1 2020 | 2,468 | $1,486,030,000 | +$211,395,977 | -$174,343,287 | +$37,052,690 | IVV, MINT, AAPL, USMV, USIG | 13F-HR | 07 Sep 2021, 13:49 |
| Q4 2019 | 2,540 | $1,873,998,000 | +$193,430,688 | -$96,703,273 | +$96,727,415 | IVV, USMV, AAPL, SPY, IJR | 13F-HR | 07 Sep 2021, 13:47 |
| Q3 2019 | 2,484 | $1,674,226,000 | +$119,416,773 | -$68,414,506 | +$51,002,267 | IVV, USMV, SPY, AAPL, NEAR | 13F-HR | 07 Sep 2021, 13:45 |
| Q2 2019 | 2,486 | $1,612,162,000 | +$175,336,489 | -$108,257,405 | +$67,079,084 | IVV, USMV, SPY, AAPL, NEAR | 13F-HR | 07 Sep 2021, 13:43 |
| Q1 2019 | 2,397 | $1,515,114,000 | +$155,794,676 | -$160,268,430 | -$4,473,754 | IVV, SPY, AAPL, XOM, WPC | 13F-HR | 07 Sep 2021, 13:40 |
| Q4 2018 | 2,376 | $1,351,518,000 | +$176,042,875 | -$122,218,987 | +$53,823,888 | IVV, SPY, AAPL, XOM, WPC | 13F-HR | 07 Sep 2021, 13:36 |
| Q3 2018 | 2,405 | $1,495,959,000 | +$268,621,318 | -$110,997,060 | +$157,624,258 | IVV, SPY, AAPL, XOM, BUFF | 13F-HR | 07 Sep 2021, 13:34 |
| Q2 2018 | 2,252 | $1,281,871,000 | +$192,108,218 | -$76,254,371 | +$115,853,847 | IVV, BUFF, XOM, AAPL, SPY | 13F-HR | 07 Sep 2021, 13:30 |
| Q1 2018 | 2,163 | $1,144,945,000 | +$147,472,691 | -$86,288,217 | +$61,184,474 | IVV, AAPL, XOM, IJH, AGG | 13F-HR | 07 Sep 2021, 13:28 |
| Q4 2017 | 2,163 | $1,118,864,000 | +$117,633,653 | -$54,859,293 | +$62,774,360 | IVV, XOM, AAPL, IJH, T | 13F-HR | 07 Sep 2021, 13:25 |
| Q3 2017 | 2,111 | $1,006,380,000 | +$85,025,953 | -$87,272,601 | -$2,246,648 | IVV, XOM, AAPL, T, IJH | 13F-HR | 07 Sep 2021, 13:23 |
| Q2 2017 | 2,064 | $974,272,000 | +$76,853,338 | -$71,933,835 | +$4,919,503 | IVV, XOM, AAPL, IJH, T | 13F-HR | 07 Sep 2021, 13:20 |
| Q1 2017 | 2,054 | $961,038,000 | +$233,971,255 | -$51,871,026 | +$182,100,229 | IVV, XOM, AAPL, IJH, T | 13F-HR | 07 Sep 2021, 13:18 |
| Q4 2016 | 2,043 | $757,741,000 | +$66,216,179 | -$61,844,704 | +$4,371,475 | XOM, AAPL, T, IVV, GE | 13F-HR | 07 Sep 2021, 13:15 |
| Q3 2016 | 1,968 | $742,421,000 | +$82,940,619 | -$41,538,184 | +$41,402,435 | XOM, AAPL, T, IVV, IEF | 13F-HR | 07 Sep 2021, 13:13 |
| Q2 2016 | 1,798 | $688,924,000 | +$56,236,750 | -$46,128,738 | +$10,108,012 | XOM, AAPL, T, IVV, IEF | 13F-HR | 07 Sep 2021, 13:09 |
| Q1 2016 | 1,781 | $653,615,000 | $0 | $0 | $0 | XOM, AAPL, T, GE, CAT | 13F-HR | 07 Sep 2021, 13:07 |