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Institutional Investment Manager
GENEOS WEALTH MANAGEMENT INC.
GENEOS WEALTH MANAGEMENT INC. (CIK: 0001764754). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q2)
Original 13F HR (0001764754-21-000006) filed in 2021.09.07
#
Name
Shares
Value ($)
%
Options
Notes
751 AECOM 1,835 58 0.01%
752 SPDR SER TR 1,532 58 0.01%
753 TANGER FACTORY OUTLET CTRS I 1,450 58 0.01%
754 HECLA MNG CO 10,789 58 0.01%
755 MARTIN MARIETTA MATLS INC 303 57 0.01%
756 ISHARES 2,912 57 0.01%
757 ICAHN ENTERPRISES LP 1,059 57 0.01%
758 INNOVIVA INC COM 5,225 57 0.01%
759 ISHARES INC 1,083 57 0.01%
760 EQT CORP 722 57 0.01%
761 FLUOR CORP NEW 1,174 57 0.01%
762 DONALDSON INC 1,680 57 0.01%
763 WISDOMTREE TR 2,255 57 0.01%
764 PIMCO MUN INCOME FD 3,272 56 0.01%
765 CHUBB LIMITED 434 56 0.01%
766 CASEY'S GENERAL STORES INC COM 433 56 0.01%
767 BED BATH & BEYOND INC 1,300 56 0.01%
768 PARKER HANNIFIN CORP 513 56 0.01%
769 NUVEEN QUALITY MUNCP INCOME 3,589 56 0.01%
770 ISHARES TR 2,299 56 0.01%
771 ROYCE MICRO CAP TR INC 7,627 56 0.01%
772 ISHARES INC 1,887 56 0.01%
773 SPDR INDEX SHS FDS 1,358 56 0.01%
774 KEMPER CORP 1,800 56 0.01%
775 GARMIN LTD 1,336 56 0.01%
776 ISHARES TR 567 56 0.01%
777 FAIR ISAAC CORP 500 56 0.01%
778 PULTE GROUP INC 2,874 55 0.01%
779 WISDOMTREE TR 1,555 55 0.01%
780 CREDIT SUISSE HIGH YIELD BD 22,400 55 0.01%
781 ISHARES TR 1,030 55 0.01%
782 FIRST TR EXCHANGE TRADED ALP 1,950 55 0.01%
783 FMC 1,200 55 0.01%
784 WISDOMTREE TR 1,394 54 0.01%
785 CHURCH & DWIGHT 528 54 0.01%
786 NUVEEN SR INCOME FD 9,000 54 0.01%
787 INVESCO QUALITY MUN INCOME T 3,871 53 0.01%
788 AVISTA CORP 1,200 53 0.01%
789 TORO CO 609 53 0.01%
790 ISHARES TR 2,000 53 0.01%
791 KITE RLTY GROUP TR 1,899 53 0.01%
792 STANLEY BLACK &DECKER INC 479 53 0.01%
793 FIDELITY 1,738 53 0.01%
794 BOSTON PROPERTIES INC 395 52 0.01%
795 KEYSIGHT TECHNOLOGIES INC COM 1,805 52 0.01%
796 ISHARES INC 2,952 52 0.01%
797 ISHARES INC 1,323 52 0.01%
798 AMERIPRISE FINL INC 589 52 0.01%
799 INDEXIQ ETF TR 1,983 52 0.01%
800 QUEST DIAGNOSTICS INC 638 51 0.01%
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