13F Insight
DOSSIER · 13F-HR · Q1 2026

Geneos Wealth Management Inc.

$4.3B in tracked AUM across 2,465 positions as of Q1 2026.

GW
CIK 0001764754 · last filed Mar 31, 2026
Total AUM
$4.3B
as of Q1 2026
Holdings
2,465
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Geneos Wealth Management Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$136M208K3.1%02
SPY
SPDR S P 500 ETF TR
$126M193K2.9%03
USMV
ISHARES TR
$106M1.1M2.5%04
ITOT
ISHARES TR
$104M731K2.4%05
VOO
VANGUARD INDEX FDS
$72M121K1.7%06
VNLA
JANUS DETROIT STR TR
$65M1.3M1.5%07
IWV
ISHARES TR
$63M171K1.5%08
SPYM
SPDR SER TR
$54M703K1.2%09
AAPL
APPLE INC
$48M190K1.1%10
NSC
NORFOLK SOUTHN CORP
$44M152K1.0%

Filing history

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 positionsLocked2023Q2Jun 30
$1.9B▲ 15.9%
2,069 positionsLocked
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