| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 34 | Q2 2024 | 7.4% |
| APPLE INC | 34 | Q2 2024 | 3.8% |
| SPDR S P 500 ETF TR | 34 | Q2 2024 | 3.9% |
| EXXON MOBIL CORP | 34 | Q2 2024 | 5.3% |
| ISHARES TR | 34 | Q2 2024 | 2.8% |
| ISHARES TR | 34 | Q2 2024 | 2.4% |
| MICROSOFT CORP | 34 | Q2 2024 | 1.7% |
| AT T INC | 34 | Q2 2024 | 2.2% |
| ISHARES TR | 34 | Q2 2024 | 2.1% |
| ISHARES TR | 34 | Q2 2024 | 2.1% |
View Geneos Wealth Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-16 |
View Geneos Wealth Management Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.