Docoh
Loading...

Geneos Wealth Management

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
20580939
SEC advisor number
801-62331
FINRA CRD number
120894
AUM ?
$4.58B (as of 28 Apr 21)
Accounts
18,719 (as of 28 Apr 21)
Employees
210 (210 investment advisory or research)

Investment data

Data from SEC filings
Top 50 of 2611 long holdings
End of quarter 30 Sep 20
Value
 
#Shares
 
$79.31M 240.38K
$67.22M 598.55K
$53.94M 1.93M
$39.03M 643.25K
$38.53M 326.2K
$37.8M 600.59K
$34.49M 104.85K
$33.63M 490.67K
$27.02M 129.95K
$23.35M 211.66K
$22.24M 443.76K
$21.16M 368.09K
$20.69M 202.55K
$20.42M 313.84K
$19.34M 776.03K
$18.63M 753.42K
$18.56M 6K
Vanguard Charlotte FDS
$17.93M 308.16K
$15.73M 57.8K
$14.13M 487.82K
$13.5M 389.76K
$13.36M 476.2K
$12.96M 175.07K
$12.85M 528.39K
$12.78M 180.44K
$12.41M 64.59K
$12.37M 101.33K
$12.19M 72.99K
$12.16M 47.67K
$11.88M 175.62K
$11.44M 210.73K
$11.3M 51.58K
$10.89M 204.45K
$10.81M 74.18K
$10.2M 109.73K
$10.12M 142.11K
$10.04M 114.73K
$9.85M 49.42K
$9.84M 71.5K
$9.77M 195.52K
$9.35M 64.05K
$9.19M 106.22K
$9.13M 153.72K
$9.08M 43.16K
$8.87M 6.14K
$8.68M 177.73K
$8.58M 32.99K
$8.22M 159.61K
$8.18M 36.26K
$8.05M 29.97K
Holdings list only includes long positions. Only includes long positions.

Calendar

19 Oct 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings