Geneos Wealth Management Inc.
Annual return '25
+8.4%
SPY '25
+17.7%
Alpha
-9.3ptsvs SPY
Invested
$4.3B
Holdings
2,464
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
3.1%
02
$SPY
SPDR S P 500 ETF TR
Held since at least Q1 2024
2.9%
03
$USMV
ISHARES TR
Held since at least Q1 2024
2.5%
04
$ITOT
ISHARES TR
Held since at least Q1 2024
2.4%
05
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
1.7%
06
$VNLA
JANUS DETROIT STR TR
Held since at least Q1 2024
1.5%
07
$IWV
ISHARES TR
Held since at least Q1 2024
1.5%
08
$SPYM
SPDR SER TR
Held since at least Q1 2024
1.2%
09
$AAPL
APPLE INC
Held since at least Q1 2024
1.1%
10
$NSC
NORFOLK SOUTHN CORP
Held since at least Q1 2024
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:00 UTC.