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Home > Institutional Investor > Geneos Wealth Management Inc. > Profile

Instuitional Investor - Geneos Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Geneos Wealth Management Inc.
Portfolio Value $2,855,084,112
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,206,424 $121,028,486 4.23%
2.
Spdr S & P 500 Etf Trust
 SPY 159,157 $93,278,560 3.26%
3.
Ishares Trust
 IEF 143,020 $84,193,293 2.94%
4.
Ishares Tr - MSCI USA MIN VOL
 554,003 $49,189,887 1.72%
5.
Ishares Trust
 IEF 357,122 $45,932,994 1.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)