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Geneos Wealth Management Inc.
Geneos Wealth Management Inc. is an independent investment adviser and brokerage firm headquartered in Englewood, Colorado. Founded in 2002, it serves individual investors, high net worth clients, charitable organizations, and corporate clients across the United States. With approximately 200 employees, Geneos provides wealth management, investment advisory, and financial planning services, focusing on personalized relationship management and tailored portfolio solutions.
Investment Strategy
The firm delivers comprehensive wealth management by constructing diversified portfolios covering equities, fixed income, and alternative investments. They emphasize portfolio customization to support client objectives, mainly serving retail and high-net-worth individuals. Geneos utilizes discretionary management, focusing on long-term growth, capital preservation, and risk management, often integrating direct client engagement and strategic allocation among asset classes.
Latest 13F Filing Activity
Geneos Wealth Management Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 2,387 equity positions with a total 13F market value of $4B. The fund increased holdings in Capital Group Growth Etf, First TR Exchange Traded FD, Capital Group Dividend Value among other positions. Geneos Wealth Management Inc. reduced exposure to Schwab Strategic TR, Vanguard BD Index FDS, Schwab Strategic TR among others.
Top Holdings
Equity Positions (2,387)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 3.36% | $132.3M | 197,730 | $420.76 | $669.30 | +$9.7M |
S SPY | SPDR S P 500 ETF TR | 2.25% | $88.7M | 133,082 | $439.68 | $666.18 | +$5.1M |
V VOO | VANGUARD INDEX FDS | 1.34% | $52.8M | 86,173 | $459.95 | $612.38 | +$7.0M |
U USMV | ISHARES TR | 1.33% | $52.3M | 549,626 | $69.85 | $95.14 | -$334.6K |
C CGGR | CAPITAL GROUP GROWTH ETF | 1.32% | $52.2M | 1,188,986 | $35.96 | $43.92 | +$20.8M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Parker, CO , United States |
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