Geneos Wealth Management Inc.ETFConcentrated trader

CIK: 0001764754 | ENGLEWOOD, CO

Q1 2026 vs Q2 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	2475	$4.9B	2026-08-06	SEC ↗
Q1 2026	13F-HR	2465	$4.3B	2026-05-05	SEC ↗
Q4 2025	13F-HR	2459	$4.1B	2026-01-28	SEC ↗
Q3 2025	13F-HR	2462	$3.9B	2025-10-22	SEC ↗
Q2 2025	13F-HR	3109	$4.1B	2025-08-18	SEC ↗
Q1 2025Amended	13F-HR/A	3071	$4.0B	2025-05-08	SEC ↗
Q4 2024	13F-HR	2879	$2.9B	2025-01-21	SEC ↗
Q3 2024	13F-HR	2557	$2.6B	2024-11-14	SEC ↗
Q2 2024	13F-HR	2053	$2.3B	2024-07-23	SEC ↗
Q1 2024	13F-HR	2121	$2.2B	2024-05-03	SEC ↗
Q4 2023	13F-HR	2089	$2.0B	2024-01-26	SEC ↗
Q3 2023	13F-HR	2091	$1.9B	2023-10-11	SEC ↗
Q2 2023	13F-HR	2069	$1.9B	2023-08-08	SEC ↗
Q1 2023	13F-HR	2041	$1.6B	2023-04-25	SEC ↗
Q4 2022	13F-HR	2014	$1.7B	2023-01-31	SEC ↗
Q3 2022	13F-HR	2050	$63.8M	2022-11-14	SEC ↗
Q2 2022	13F-HR	2672	$27.9M	2022-07-22	SEC ↗
Q1 2022	13F-HR	2822	$77.3M	2022-05-16	SEC ↗
Q4 2021	13F-HR	2759	$87.8M	2022-02-09	SEC ↗
Q3 2021	13F-HR	2830	$41.3M	2021-11-09	SEC ↗
Q2 2021	13F-HR	2842	$24.3M	2021-07-08	SEC ↗
Q1 2021	13F-HR	3117	$27.1M	2021-06-17	SEC ↗
Q4 2020	13F-HR	2879	$7.5M	2021-05-19	SEC ↗
Q3 2020	13F-HR	2626	$70.9M	2021-09-07	SEC ↗
Q2 2020	13F-HR	2560	$8.8M	2021-09-07	SEC ↗
Q1 2020	13F-HR	2468	$7.8M	2021-09-07	SEC ↗
Q4 2019	13F-HR	2541	$36.4M	2021-09-07	SEC ↗
Q3 2019	13F-HR	2484	$18.4M	2021-09-07	SEC ↗
Q2 2019	13F-HR	2487	$35.4M	2021-09-07	SEC ↗
Q1 2019	13F-HR	2397	$33.5M	2021-09-07	SEC ↗
Q4 2018	13F-HR	2376	$12.1M	2021-09-07	SEC ↗
Q3 2018	13F-HR	2405	$36.2M	2021-09-07	SEC ↗
Q2 2018	13F-HR	2252	$34.6M	2021-09-07	SEC ↗
Q1 2018	13F-HR	2163	$35.3M	2021-09-07	SEC ↗
Q4 2017	13F-HR	2163	$33.0M	2021-09-07	SEC ↗
Q3 2017	13F-HR	2112	$29.8M	2021-09-07	SEC ↗
Q2 2017	13F-HR	2065	$25.4M	2021-09-07	SEC ↗
Q1 2017	13F-HR	2054	$22.8M	2021-09-07	SEC ↗
Q4 2016	13F-HR	2044	$25.9M	2021-09-07	SEC ↗
Q3 2016	13F-HR	1968	$23.1M	2021-09-07	SEC ↗
Q2 2016	13F-HR	1799	$13.9M	2021-09-07	SEC ↗
Q1 2016	13F-HR	1783	$11.9M	2021-09-07	SEC ↗