§ 13F · FUND PROFILE
Geneos Wealth Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4093.1T (13F)Positions · 3109Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 197K | $135.0T | 3.3% | ±0% |
| 2 | SPY | SPDR S P 500 ETF TR | 142K | $96.8T | 2.4% | +7% |
| 3 | VOO | VANGUARD INDEX FDS | 107K | $67.4T | 1.6% | +25% |
| 4 | IWV | ISHARES TR | 157K | $60.7T | 1.5% | +17% |
| 5 | AAPL | APPLE INC | 200K | $54.4T | 1.3% | −1% |
| 6 | USMV | ISHARES TR | 574K | $54.0T | 1.3% | +4% |
| 7 | ITOT | ISHARES TR | 363K | $54.0T | 1.3% | +2% |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | 1.20M | $53.4T | 1.3% | +1% |
| 9 | MSFT | MICROSOFT CORP | 103K | $49.7T | 1.2% | +2% |
| 10 | SPYM | SPDR SER TR | 552K | $44.3T | 1.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GENEOS SIGNAL
AC read
Geneos Wealth Management Inc. is a Other fund managing $4093135.2 trillion in assets. The fund runs a massive portfolio of 3,109 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed