Geneos Wealth Management Inc.
ENGLEWOOD CO · SEC CIK 0001764754
$43.10亿2026Q1 申报市值
2,465持仓数
19.0%前十大占比 · 第一大 3.1%
111 / 94新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
USMV 加仓+$5,283.97万
ITOT 加仓+$5,248.63万
SPY 加仓+$3,337.34万
VNLA 加仓+$2,934.10万
NSC 加仓+$1,575.84万
2026Q1 卖出最多 按季末市值估算
CGGR 减仓-$2,598.09万
CGDV 减仓-$1,395.33万
MS 减仓-$1,136.20万
IGEB 减仓-$1,032.73万
AZN 清仓-$752.89万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -40,949 | -100.0% | -$752.89万 | 清仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $0 | 0.00% | 0 | -13,412 | -100.0% | -$250.04万 | 清仓 |
| EIS | ISHARES INC | $0 | 0.00% | 0 | -18,861 | -100.0% | -$207.53万 | 清仓 |
| — | ISHARES INC | $0 | 0.00% | 0 | -56,570 | -100.0% | -$194.71万 | 清仓 |
| HCMT | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -26,690 | -100.0% | -$102.92万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -5,220 | -100.0% | -$49.80万 | 清仓 |
| — | JOURNEY MED CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -790 | -100.0% | -$35.24万 | 清仓 |
| — | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -3,717 | -100.0% | -$24.45万 | 清仓 |
| LSTR | LANDSTAR SYS INC | $0 | 0.00% | 0 | -1,430 | -100.0% | -$20.55万 | 清仓 |
| LQDH | ISHARES U S ETF TR | $0 | 0.00% | 0 | -1,349 | -100.0% | -$12.59万 | 清仓 |
| STPZ | PIMCO ETF TR | $0 | 0.00% | 0 | -1,685 | -100.0% | -$9.04万 | 清仓 |
| GBCI | GLACIER BANCORP INC NEW | $0 | 0.00% | 0 | -2,010 | -100.0% | -$8.85万 | 清仓 |
| BAI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -1,786 | -100.0% | -$6.80万 | 清仓 |
| — | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -636 | -100.0% | -$5.40万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -600 | -100.0% | -$5.22万 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | -3,500 | -100.0% | -$4.87万 | 清仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4.17万 | 清仓 |
| — | INVESCO CURRENCYSHARES CDN D | $0 | 0.00% | 0 | -500 | -100.0% | -$3.56万 | 清仓 |
| — | BLACKROCK INVT QUALITY MUN T | $0 | 0.00% | 0 | -3,174 | -100.0% | -$3.55万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -415 | -100.0% | -$3.52万 | 清仓 |
| CPER | UNITED STS COMMODITY INDEX F | $0 | 0.00% | 0 | -891 | -100.0% | -$3.11万 | 清仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWG | ISHARES INC | $0 | 0.00% | 0 | -720 | -100.0% | -$3.06万 | 清仓 |
| — | BLACKROCK MUNIVEST FD INC | $0 | 0.00% | 0 | -4,380 | -100.0% | -$3.04万 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -353 | -100.0% | -$2.52万 | 清仓 |
| — | INVESCO DB US DLR INDEX TR | $0 | 0.00% | 0 | -1,331 | -100.0% | -$2.43万 | 清仓 |
| PJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -550 | -100.0% | -$2.30万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.20万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -300 | -100.0% | -$2.14万 | 清仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $0 | 0.00% | 0 | -184 | -100.0% | -$2.00万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -120 | -100.0% | -$1.92万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $0 | 0.00% | 0 | -3,500 | -100.0% | -$1.89万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -205 | -100.0% | -$1.88万 | 清仓 |
| — | INVESCO CURRENCYSHARES AUSTR | $0 | 0.00% | 0 | -250 | -100.0% | -$1.65万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -388 | -100.0% | -$1.54万 | 清仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $0 | 0.00% | 0 | -559 | -100.0% | -$1.49万 | 清仓 |
| — | BLACKROCK MUNIVEST FD II INC | $0 | 0.00% | 0 | -1,300 | -100.0% | -$1.41万 | 清仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -825 | -100.0% | -$1.33万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -72 | -100.0% | -$1.31万 | 清仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -136 | -100.0% | -$1.26万 | 清仓 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -500 | -100.0% | -$1.22万 | 清仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -152 | -100.0% | -$1.11万 | 清仓 |
| — | ALEXANDER BALDWIN INC NEW | $0 | 0.00% | 0 | -500 | -100.0% | -$1.03万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$1.01万 | 清仓 |
| SSUS | STRATEGY SHS | $0 | 0.00% | 0 | -208 | -100.0% | -$1.01万 | 清仓 |
| — | GREYSTONE HOUSING IMPACT INV | $0 | 0.00% | 0 | -1,402 | -100.0% | -$9,660 | 清仓 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -300 | -100.0% | -$9,378 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -45 | -100.0% | -$9,045 | 清仓 |
| — | NUVEEN S P 500 BUY WRITE INC | $0 | 0.00% | 0 | -564 | -100.0% | -$8,291 | 清仓 |
| — | BANKFINANCIAL CORP | $0 | 0.00% | 0 | -690 | -100.0% | -$8,280 | 清仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -138 | -100.0% | -$7,769 | 清仓 |
| COFS | CHOICEONE FINL SVCS INC | $0 | 0.00% | 0 | -261 | -100.0% | -$7,705 | 清仓 |
| — | BLACKROCK MUN INCOME QUALITY | $0 | 0.00% | 0 | -700 | -100.0% | -$7,658 | 清仓 |
| XEVVX | EATON VANCE LTD DURATION INC | $0 | 0.00% | 0 | -645 | -100.0% | -$6,392 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VISN | COMMSCOPE HLDG CO INC | $0 | 0.00% | 0 | -300 | -100.0% | -$5,439 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UTZ | UTZ BRANDS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$5,190 | 清仓 |
| ASB | ASSOCIATED BANC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -160 | -100.0% | -$5,075 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMG | SCOTTS MIRACLE GRO CO | $0 | 0.00% | 0 | -85 | -100.0% | -$4,936 | 清仓 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$4,531 | 清仓 |
| AYI | ACUITY BRANDS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$4,320 | 清仓 |
| RPRX | ROYALTY PHARMA PLC | $0 | 0.00% | 0 | -104 | -100.0% | -$4,019 | 清仓 |
| CPA | COPA HOLDINGS SA | $0 | 0.00% | 0 | -33 | -100.0% | -$3,980 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -83 | -100.0% | -$3,883 | 清仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -32 | -100.0% | -$3,881 | 清仓 |
| — | SYNCHRONOSS TECHNOLOGIES INC | $0 | 0.00% | 0 | -452 | -100.0% | -$3,869 | 清仓 |
| OSIS | OSI SYSTEMS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$3,826 | 清仓 |
| IGOV | ISHARES TR | $0 | 0.00% | 0 | -88 | -100.0% | -$3,666 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -74 | -100.0% | -$3,520 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -129 | -100.0% | -$3,492 | 清仓 |
| XT | ISHARES TR | $0 | 0.00% | 0 | -50 | -100.0% | -$3,487 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -81 | -100.0% | -$3,378 | 清仓 |
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -50 | -100.0% | -$3,372 | 清仓 |
| SSNC | SS C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -33 | -100.0% | -$2,885 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -200 | -100.0% | -$2,874 | 清仓 |
| VIPS | VIPSHOP HLDGS LTD | $0 | 0.00% | 0 | -161 | -100.0% | -$2,848 | 清仓 |
| LOGI | LOGITECH INTL S A | $0 | 0.00% | 0 | -26 | -100.0% | -$2,606 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,259 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -25 | -100.0% | -$2,227 | 清仓 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,094 | 清仓 |
| GII | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -24 | -100.0% | -$1,674 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -600 | -100.0% | -$1,512 | 清仓 |
| GUNR | FLEXSHARES TR | $0 | 0.00% | 0 | -32 | -100.0% | -$1,467 | 清仓 |
| XRX | XEROX HOLDINGS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRX | BRIXMOR PPTY GROUP INC | $0 | 0.00% | 0 | -52 | -100.0% | -$1,363 | 清仓 |
| — | RBB FD INC | $0 | 0.00% | 0 | -39 | -100.0% | -$1,358 | 清仓 |
| — | OLYMPIC STEEL INC | $0 | 0.00% | 0 | -26 | -100.0% | -$1,113 | 清仓 |
| CNDT | CONDUENT INC | $0 | 0.00% | 0 | -468 | -100.0% | -$899 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TEGNA INC | $0 | 0.00% | 0 | -39 | -100.0% | -$757 | 清仓 |
| — | VUZIX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WIW | WESTERN AST INFL LKD OPP I | $0 | 0.00% | 0 | -84 | -100.0% | -$722 | 清仓 |