Notify me when Geneos Wealth Management Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 2,462 | $3,941,281,271 | +$188,262,208 | -$577,082,661 | -$388,820,453 | IVV, SPY, VOO, USMV, CGGR | 13F-HR | 22 Oct 2025, 14:06 |
| Q2 2025 | 3,109 | $4,093,114,605 | +$985,833,612 | -$92,642,473 | +$893,191,139 | IVV, SPY, MSFT, USMV, ITOT | 13F-HR | 18 Aug 2025, 12:42 |
| Q1 2025 | 3,039 | $2,983,716,490 | $0 | $0 | $0 | IVV, SPY, USMV, ITOT, AAPL | New Holdings | 21 May 2025, 10:36 |
| Q1 2025 | 3,234 | $2,983,734,114 | +$420,252,544 | -$246,386,451 | +$173,866,093 | IVV, SPY, USMV, ITOT, AAPL | 13F-HR | 07 May 2025, 17:45 |
| Q4 2024 | 2,879 | $2,855,084,112 | +$383,134,575 | -$114,683,104 | +$268,451,471 | SGOV, SPY, IVV, USMV, ITOT | 13F-HR | 21 Jan 2025, 11:49 |
| Q3 2024 | 2,557 | $2,620,395,273 | +$334,112,359 | -$84,207,181 | +$249,905,178 | SPY, IVV, USMV, ITOT, AAPL | 13F-HR | 14 Nov 2024, 11:22 |
| Q2 2024 | 2,053 | $2,252,505,956 | +$191,421,989 | -$125,770,909 | +$65,651,080 | SPY, IVV, USMV, ITOT, AAPL | 13F-HR | 23 Jul 2024, 13:36 |
| Q1 2024 | 2,104 | $2,183,070,992 | +$191,096,623 | -$159,103,719 | +$31,992,904 | IVV, SPY, USMV, ITOT, IWV | 13F-HR | 03 May 2024, 13:57 |
| Q4 2023 | 2,086 | $2,022,846,386 | +$141,739,804 | -$240,048,680 | -$98,308,876 | IVV, SPY, USMV, ITOT, AAPL | 13F-HR | 26 Jan 2024, 12:54 |
| Q3 2023 | 2,083 | $1,942,061,262 | +$163,155,248 | -$140,928,163 | +$22,227,085 | IVV, SPY, USMV, AAPL, ITOT | 13F-HR | 11 Oct 2023, 15:58 |
| Q2 2023 | 2,058 | $1,893,162,627 | +$299,664,383 | -$75,127,348 | +$224,537,035 | IVV, SPY, USMV, ITOT, IWV | 13F-HR | 08 Aug 2023, 15:42 |
| Q1 2023 | 2,037 | $1,646,617,299 | +$225,910,495 | -$290,510,167 | -$64,599,672 | IVV, SPY, USMV, ITOT, AAPL | 13F-HR | 25 Apr 2023, 12:21 |
| Q4 2022 | 2,013 | $1,651,134,104 | +$162,097,889 | -$73,715,376 | +$88,382,513 | IVV, IJR, USMV, SPY, ITOT | 13F-HR | 30 Jan 2023, 17:06 |
| Q3 2022 | 1,862 | $1,451,199,460 | +$85,106,927 | -$458,613,992 | -$373,507,065 | IVV, SPY, IJR, USMV, AAPL | 13F-HR | 14 Nov 2022, 10:34 |
| Q2 2022 | 2,409 | $2,019,812,200 | +$143,869,311 | -$116,782,786 | +$27,086,525 | IVV, AAPL, SPY, IJR, MSFT | 13F-HR | 22 Jul 2022, 10:13 |
| Q1 2022 | 2,580 | $2,323,697,941 | +$219,152,024 | -$318,831,938 | -$99,679,914 | AAPL, IVV, SPY, IJR, MSFT | 13F-HR | 16 May 2022, 16:27 |
| Q4 2021 | 2,621 | $2,621,324,256 | +$200,176,680 | -$292,049,539 | -$91,872,859 | AAPL, IVV, SPY, IJR, MSFT | 13F-HR | 08 Feb 2022, 16:33 |
| Q3 2021 | 2,759 | $2,609,968,000 | +$235,620,640 | -$153,827,609 | +$81,793,031 | IVV, AAPL, IJR, SPY, USMV | 13F-HR | 09 Nov 2021, 14:41 |
| Q2 2021 | 2,802 | $2,563,730,000 | +$126,798,463 | -$1,221,854,502 | -$1,095,056,039 | IVV, AAPL, IJR, SSO, SPY | 13F-HR | 08 Jul 2021, 11:44 |
| Q1 2021 | 2,993 | $3,538,339,000 | +$147,326,046 | -$89,638,880 | +$57,687,166 | IVV, AAPL, VTI, SPYV, SPLG | 13F-HR | 17 Jun 2021, 11:06 |
| Q4 2020 | 1,852 | $1,878,166,239 | $0 | IVV, IJR, SPY, MSFT, IXUS | 13F-HR | 18 May 2021, 17:51 | ||
| Q3 2020 | 2,414 | $1,926,635,978 | +$223,994,523 | -$115,681,958 | +$108,312,565 | IVV, AAPL, GOVT, USIG, AGG | 13F-HR | 07 Sep 2021, 13:53 |
| Q2 2020 | 2,348 | $1,787,308,877 | +$259,617,791 | -$160,959,913 | +$98,657,878 | IVV, AAPL, GOVT, AGG, USMV | 13F-HR | 07 Sep 2021, 13:51 |
| Q1 2020 | 2,253 | $1,483,776,844 | +$211,219,693 | -$150,973,382 | +$60,246,311 | IVV, MINT, AAPL, USMV, USIG | 13F-HR | 07 Sep 2021, 13:49 |
| Q4 2019 | 2,382 | $1,865,905,998 | +$193,549,254 | -$89,186,550 | +$104,362,704 | IVV, USMV, AAPL, SPY, IJR | 13F-HR | 07 Sep 2021, 13:47 |
| Q3 2019 | 2,331 | $1,657,258,532 | +$108,699,806 | -$64,133,419 | +$44,566,387 | IVV, USMV, SPY, AAPL, NEAR | 13F-HR | 07 Sep 2021, 13:45 |
| Q2 2019 | 2,346 | $1,611,903,116 | +$175,411,441 | -$100,758,453 | +$74,652,988 | IVV, USMV, SPY, AAPL, NEAR | 13F-HR | 07 Sep 2021, 13:43 |
| Q1 2019 | 2,260 | $1,514,988,007 | +$156,123,321 | -$157,003,623 | -$880,302 | IVV, SPY, AAPL, XOM, WPC | 13F-HR | 07 Sep 2021, 13:40 |
| Q4 2018 | 2,219 | $1,350,801,561 | +$178,638,415 | -$109,038,557 | +$69,599,858 | IVV, SPY, AAPL, XOM, WPC | 13F-HR | 07 Sep 2021, 13:36 |
| Q3 2018 | 2,260 | $1,495,020,647 | +$271,319,157 | -$107,545,909 | +$163,773,248 | IVV, SPY, AAPL, XOM, BUFFXXXX | 13F-HR | 07 Sep 2021, 13:34 |
| Q2 2018 | 2,120 | $1,281,179,552 | +$191,663,694 | -$68,178,531 | +$123,485,163 | IVV, BUFFXXXX, XOM, AAPL, SPY | 13F-HR | 07 Sep 2021, 13:30 |
| Q1 2018 | 2,054 | $1,138,747,021 | +$147,223,565 | -$77,590,130 | +$69,633,435 | IVV, AAPL, XOM, IJH, AGG | 13F-HR | 07 Sep 2021, 13:28 |
| Q4 2017 | 2,024 | $1,113,469,163 | +$113,082,876 | -$45,914,115 | +$67,168,761 | IVV, XOM, AAPL, IJH, T | 13F-HR | 07 Sep 2021, 13:25 |
| Q3 2017 | 1,990 | $1,005,562,148 | +$89,657,737 | -$82,051,709 | +$7,606,028 | IVV, XOM, AAPL, T, IJH | 13F-HR | 07 Sep 2021, 13:23 |
| Q2 2017 | 1,942 | $974,138,128 | +$77,169,986 | -$69,905,131 | +$7,264,855 | IVV, XOM, AAPL, IJH, T | 13F-HR | 07 Sep 2021, 13:20 |
| Q1 2017 | 1,909 | $959,613,443 | +$233,207,727 | -$47,608,540 | +$185,599,187 | IVV, XOM, AAPL, IJH, T | 13F-HR | 07 Sep 2021, 13:18 |
| Q4 2016 | 1,876 | $757,401,121 | +$66,369,106 | -$57,682,710 | +$8,686,396 | XOM, AAPL, T, IVV, GEXXXX | 13F-HR | 07 Sep 2021, 13:15 |
| Q3 2016 | 1,798 | $741,962,172 | +$83,017,131 | -$38,153,304 | +$44,863,827 | XOM, AAPL, T, IVV, IEF | 13F-HR | 07 Sep 2021, 13:13 |
| Q2 2016 | 1,689 | $688,731,012 | +$57,462,262 | -$39,576,373 | +$17,885,889 | XOM, AAPL, T, IVV, IEF | 13F-HR | 07 Sep 2021, 13:09 |
| Q1 2016 | 1,670 | $653,582,031 | $0 | XOM, AAPL, T, GEXXXX, CAT | 13F-HR | 07 Sep 2021, 13:07 |