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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 (2016Q3)
Original 13F HR (0001764754-21-000007) filed in 2021.09.07
#
Name
Shares
Value ($)
%
Options
Notes
1351 SPDR INDEX SHS FDS 400 11 0.00%
1352 CAMECO CORP COM 1,292 11 0.00%
1353 LYONDELLBASELL INDUSTRIES N 137 11 0.00%
1354 Microstrategy Inc 60 10 0.00%
1355 Universal Corp 188 10 0.00%
1356 Skyline Corp 800 10 0.00%
1357 ENVESTNET INC 300 10 0.00%
1358 ANWORTH MORTGAGE ASSET CP 2,213 10 0.00%
1359 WESTERN INTER MUNI FD 1,020 10 0.00%
1360 Great Southern Bancorp Inc 264 10 0.00%
1361 COMPASS DIVERSIFIED HOLDINGS SH BEN INT 616 10 0.00%
1362 ISHARES GLOBAL MATERIALS ETF 200 10 0.00%
1363 COMPASS MINERALS INTL INC COM 144 10 0.00%
1364 TUPPERWARE BRANDS CORP COM 162 10 0.00%
1365 PETMED EXPRESS INC COM 525 10 0.00%
1366 ISHARES TR 255 10 0.00%
1367 EATON VANCE SR FLTNG RTE TR COM 750 10 0.00%
1368 CORNERSTONE TOTAL RTRN FD INC COM 728 10 0.00%
1369 CREDIT SUISSE ASSET MGMT INCOM COM 3,331 10 0.00%
1370 SPECTRUM PHARMACEUTICALS INC 2,236 10 0.00%
1371 SPDR SERIES TRUST 176 10 0.00%
1372 MFS INTER INCOME TR 2,302 10 0.00%
1373 RESMED INC COM 160 10 0.00%
1374 Primerica Inc 195 10 0.00%
1375 PIMCO ETF TR INTER ETF 188 10 0.00%
1376 NEWTEK BUSINESS SVCS CORP COM NEW 723 10 0.00%
1377 INVESCO MUN TR COM 748 10 0.00%
1378 VANGUARD INDEX FDS 78 10 0.00%
1379 SWEDISH EXPT CR CORP 2,800 10 0.00%
1380 NUVEEN SELECT TAX FREE INCM 700 10 0.00%
1381 KORN FERRY INTL 483 10 0.00%
1382 EATON VANCE ENHANCED EQ INC 800 10 0.00%
1383 EQUITY RESIDENTIAL 156 10 0.00%
1384 CHESAPEAKE UTILS CORP 164 10 0.00%
1385 FLEXSHARES TR 252 9 0.00%
1386 FLAHERTY & CRUMRINE PFD INC FD COM 660 9 0.00%
1387 NUVEEN MTG OPPORTUNITY TERM 410 9 0.00%
1388 Piper Jaffray Cos 205 9 0.00%
1389 RGC RES INC COM 416 9 0.00%
1390 VISTA OUTDOOR INC COM 248 9 0.00%
1391 POTLATCH CORP NEW COM 254 9 0.00%
1392 Scripps E W Co Ohio 621 9 0.00%
1393 SIERRA WIRELESS INC 680 9 0.00%
1394 CECO ENVIRONMENTAL CORP 867 9 0.00%
1395 CALAMP CORP 700 9 0.00%
1396 VANGUARD INTL EQUITY INDEX F 98 9 0.00%
1397 ELECTRONIC ARTS INC 114 9 0.00%
1398 PRESTIGE BRANDS HLDGS INC 200 9 0.00%
1399 MPLX LP 285 9 0.00%
1400 SILVERCORP METALS INC 3,000 9 0.00%
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