Geneos Wealth Management Inc.

Business address
9635 Maroon Cir, Suite 100, Englewood, CO, 80112
Top securities (13F)
IVV, SPY, VOO, USMV, CGGR, ITOT, MSFT, AAPL, IWV, NSC, SPLG, IXUS, QQQ, BRKB, NVDA, CGDV, SPTM, VNLA, SPYG, and PVAL
State of incorporation
CO
Fiscal year end
31 December
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Geneos Wealth Management Inc. has filed 40 SEC EDGAR filings since 19 May 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 22 Oct 2025 30 Sep 2025 028-21259
13F-HR Open Document Open Filing 18 Aug 2025 30 Jun 2025 028-21259
13F-HR/A Open Document Open Filing 21 May 2025 31 Mar 2025 028-21259
13F-HR Open Document Open Filing 08 May 2025 31 Mar 2025 028-21259
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-21259
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-21259
13F-HR Open Document Open Filing 23 Jul 2024 30 Jun 2024 028-21259
13F-HR Open Document Open Filing 03 May 2024 31 Mar 2024 028-21259
13F-HR Open Document Open Filing 26 Jan 2024 31 Dec 2023 028-21259
13F-HR Open Document Open Filing 11 Oct 2023 30 Sep 2023 028-21259
13F-HR Open Document Open Filing 08 Aug 2023 30 Jun 2023 028-21259
13F-HR Open Document Open Filing 25 Apr 2023 31 Mar 2023 028-21259
13F-HR Open Document Open Filing 31 Jan 2023 31 Dec 2022 028-21259
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-21259
13F-HR Open Document Open Filing 22 Jul 2022 30 Jun 2022 028-21259
13F-HR Open Document Open Filing 16 May 2022 31 Mar 2022 028-21259
13F-HR Open Document Open Filing 09 Feb 2022 31 Dec 2021 028-21259
13F-HR Open Document Open Filing 09 Nov 2021 30 Sep 2021 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 30 Sep 2020 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 30 Jun 2020 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 31 Mar 2020 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 31 Dec 2019 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 30 Sep 2019 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 30 Jun 2019 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 31 Mar 2019 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 31 Dec 2018 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 30 Sep 2018 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 30 Jun 2018 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 31 Mar 2018 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 31 Dec 2017 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 30 Sep 2017 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 30 Jun 2017 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 31 Mar 2017 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 31 Dec 2016 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 30 Sep 2016 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 30 Jun 2016 028-21259
13F-HR Open Document Open Filing 07 Sep 2021 31 Mar 2016 028-21259
13F-HR Open Document Open Filing 08 Jul 2021 30 Jun 2021 028-21259
13F-HR Open Document Open Filing 17 Jun 2021 31 Mar 2021 028-21259
13F-HR Open Document Open Filing 19 May 2021 31 Dec 2020 028-21259