13F Insight
DOSSIER · 13F-HR · Q2 2026

Geneos Wealth Management Inc.

$4.9B in tracked AUM across 2,475 positions as of Q2 2026.

GW
CIK 0001764754 · last filed Jun 30, 2026
Total AUM
$4.9B
as of Q2 2026
Holdings
2,475
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Geneos Wealth Management Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$162M216K3.3%02
SPY
SPDR S P 500 ETF TR
$134M179K2.7%03
ITOT
ISHARES TR
$116M703K2.4%04
USMV
ISHARES TR
$114M1.2M2.3%05
VOO
VANGUARD INDEX FDS
$104M152K2.1%06
IWV
ISHARES TR
$72M168K1.5%07
VNLA
JANUS DETROIT STR TR
$66M1.4M1.3%08
SPYM
SPDR SER TR
$59M676K1.2%09
AAPL
APPLE INC
$59M203K1.2%10
SGOV
ISHARES TR
$50M493K1.0%

Filing history

2026Q2Jun 30
$4.9B▲ 13.7%
2,475 positionsView →2026Q1Mar 31
$4.3B▲ 5.4%
2,465 positionsView →2025Q4Dec 31
$4.1B▲ 3.7%
2,459 positionsView →2025Q3Sep 30
$3.9B▼ 3.7%
2,462 positionsView →2025Q2Jun 30
$4.1B▲ 3.3%
3,109 positionsLocked2025Q1Mar 31
$4.0B▲ 38.7%
3,071 positionsLocked2024Q4Dec 31
$2.9B▲ 9.0%
2,879 positionsLocked2024Q3Sep 30
$2.6B▲ 16.3%
2,557 positionsLocked2024Q2Jun 30
$2.3B▲ 3.1%
2,053 positionsLocked2024Q1Mar 31
$2.2B▲ 7.9%
2,121 positionsLocked2023Q4Dec 31
$2.0B▲ 4.3%
2,089 positionsLocked2023Q3Sep 30
$1.9B▲ 1.7%
2,091 positionsLocked
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