Viewing historical filing for 2025Q3. View latest →
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

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…