Long-term investor
Geneos Wealth Management Inc. @geneoswealthmanagementin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001764754).
Record
- Tracked since 2025-12-31 (257 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.9%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 3.3% · long · since 2025-12-31
- SPY · 2.7% · long · since 2025-12-31
- ITOT · 2.4% · long · since 2025-12-31
- USMV · 2.3% · long · since 2025-12-31
- VOO · 2.1% · long · since 2025-12-31
- IWV · 1.5% · long · since 2025-12-31
- VNLA · 1.3% · long · since 2025-12-31
- SPYM · 1.2% · long · since 2025-12-31
- AAPL · 1.2% · long · since 2025-12-31
- SGOV · 1.0% · long · since 2025-12-31
- NSC · 1.0% · long · since 2025-12-31
- NVDA · 0.9% · long · since 2025-12-31