13F 机构持仓

Geneos Wealth Management Inc.

ENGLEWOOD CO · SEC CIK 0001764754

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$49.01亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.1%
SPY 2.9%
USMV 2.5%
ITOT 2.4%
VOO 1.7%
VNLA 1.5%
IWV 1.5%
SPYM 1.2%
AAPL 1.1%
NSC 1.0%

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
BBAI BIGBEAR AI HLDGS INC $00.00%0 -3,500-100.0% -$1.89万 清仓
HQY HEALTHEQUITY INC $00.00%0 -205-100.0% -$1.88万 清仓
— INVESCO CURRENCYSHARES AUSTR $00.00%0 -250-100.0% -$1.65万 清仓
— POTLATCHDELTIC CORPORATION $00.00%0 -388-100.0% -$1.54万 清仓
LTH LIFE TIME GROUP HOLDINGS INC $00.00%0 -559-100.0% -$1.49万 清仓
— BLACKROCK MUNIVEST FD II INC $00.00%0 -1,300-100.0% -$1.41万 清仓
— INVESCO ACTIVELY MANAGED EXC $00.00%0 -825-100.0% -$1.33万 清仓
ICLR ICON PLC $00.00%0 -72-100.0% -$1.31万 清仓
BBCA J P MORGAN EXCHANGE TRADED F $00.00%0 -136-100.0% -$1.26万 清仓
— GRAYSCALE ETHEREUM TRUST ETF $00.00%0 -500-100.0% -$1.22万 清仓
BBEU J P MORGAN EXCHANGE TRADED F $00.00%0 -152-100.0% -$1.11万 清仓
— ALEXANDER BALDWIN INC NEW $00.00%0 -500-100.0% -$1.03万 清仓
FICO FAIR ISAAC CORP $00.00%0 -6-100.0% -$1.01万 清仓
SSUS STRATEGY SHS $00.00%0 -208-100.0% -$1.01万 清仓
— GREYSTONE HOUSING IMPACT INV $00.00%0 -1,402-100.0% -$9,660 清仓
— NEOS ETF TRUST $00.00%0 -300-100.0% -$9,378 清仓
GWRE GUIDEWIRE SOFTWARE INC $00.00%0 -45-100.0% -$9,045 清仓
— NUVEEN S P 500 BUY WRITE INC $00.00%0 -564-100.0% -$8,291 清仓
— BANKFINANCIAL CORP $00.00%0 -690-100.0% -$8,280 清仓
BBAX J P MORGAN EXCHANGE TRADED F $00.00%0 -138-100.0% -$7,769 清仓
COFS CHOICEONE FINL SVCS INC $00.00%0 -261-100.0% -$7,705 清仓
— BLACKROCK MUN INCOME QUALITY $00.00%0 -700-100.0% -$7,658 清仓
XEVVX EATON VANCE LTD DURATION INC $00.00%0 -645-100.0% -$6,392 清仓
CW CURTISS WRIGHT CORP $00.00%0 —— — 申报中断
VISN COMMSCOPE HLDG CO INC $00.00%0 -300-100.0% -$5,439 清仓
AIZ ASSURANT INC $00.00%0 —— — 申报中断
UTZ UTZ BRANDS INC $00.00%0 -500-100.0% -$5,190 清仓
ASB ASSOCIATED BANC CORP $00.00%0 —— — 申报中断
— HILLENBRAND INC $00.00%0 -160-100.0% -$5,075 清仓
ENSG ENSIGN GROUP INC $00.00%0 —— — 申报中断
SMG SCOTTS MIRACLE GRO CO $00.00%0 -85-100.0% -$4,936 清仓
SMFG SUMITOMO MITSUI FINL GROUP I $00.00%0 —— — 申报中断
MKTX MARKETAXESS HLDGS INC $00.00%0 -25-100.0% -$4,531 清仓
AYI ACUITY BRANDS INC $00.00%0 -12-100.0% -$4,320 清仓
RPRX ROYALTY PHARMA PLC $00.00%0 -104-100.0% -$4,019 清仓
CPA COPA HOLDINGS SA $00.00%0 -33-100.0% -$3,980 清仓
G GENPACT LIMITED $00.00%0 -83-100.0% -$3,883 清仓
VIOG VANGUARD ADMIRAL FDS INC $00.00%0 -32-100.0% -$3,881 清仓
— SYNCHRONOSS TECHNOLOGIES INC $00.00%0 -452-100.0% -$3,869 清仓
OSIS OSI SYSTEMS INC $00.00%0 -15-100.0% -$3,826 清仓
IGOV ISHARES TR $00.00%0 -88-100.0% -$3,666 清仓
— JANUS HENDERSON GROUP PLC $00.00%0 -74-100.0% -$3,520 清仓
RF REGIONS FINANCIAL CORP NEW $00.00%0 -129-100.0% -$3,492 清仓
XT ISHARES TR $00.00%0 -50-100.0% -$3,487 清仓
— AMCOR PLC $00.00%0 -81-100.0% -$3,378 清仓
VWOB VANGUARD WHITEHALL FDS $00.00%0 -50-100.0% -$3,372 清仓
SSNC SS C TECHNOLOGIES HLDGS INC $00.00%0 -33-100.0% -$2,885 清仓
OSCR OSCAR HEALTH INC $00.00%0 -200-100.0% -$2,874 清仓
VIPS VIPSHOP HLDGS LTD $00.00%0 -161-100.0% -$2,848 清仓
LOGI LOGITECH INTL S A $00.00%0 -26-100.0% -$2,606 清仓
QLYS QUALYS INC $00.00%0 -17-100.0% -$2,259 清仓
BG BUNGE GLOBAL SA $00.00%0 -25-100.0% -$2,227 清仓
DORM DORMAN PRODS INC $00.00%0 -17-100.0% -$2,094 清仓
GII SPDR INDEX SHS FDS $00.00%0 -24-100.0% -$1,674 清仓
— FUBOTV INC $00.00%0 -600-100.0% -$1,512 清仓
GUNR FLEXSHARES TR $00.00%0 -32-100.0% -$1,467 清仓
XRX XEROX HOLDINGS CORP $00.00%0 —— — 申报中断
BRX BRIXMOR PPTY GROUP INC $00.00%0 -52-100.0% -$1,363 清仓
— RBB FD INC $00.00%0 -39-100.0% -$1,358 清仓
— OLYMPIC STEEL INC $00.00%0 -26-100.0% -$1,113 清仓
CNDT CONDUENT INC $00.00%0 -468-100.0% -$899 清仓
TPL TEXAS PACIFIC LAND CORPORATI $00.00%0 —— — 申报中断
— TEGNA INC $00.00%0 -39-100.0% -$757 清仓
— VUZIX CORP $00.00%0 —— — 申报中断
WIW WESTERN AST INFL LKD OPP I $00.00%0 -84-100.0% -$722 清仓
— ISHARES TR $00.00%0 -8-100.0% -$697 清仓
— IDEAL PWR INC $00.00%0 -210-100.0% -$649 清仓
JMIA JUMIA TECHNOLOGIES AG $00.00%0 -50-100.0% -$625 清仓
HYGH ISHARES U S ETF TR $00.00%0 -7-100.0% -$603 清仓
NEO NEOGENOMICS INC $00.00%0 -50-100.0% -$588 清仓
MNKD MANNKIND CORP $00.00%0 —— — 申报中断
DOX AMDOCS LTD $00.00%0 -7-100.0% -$564 清仓
MEDP MEDPACE HLDGS INC $00.00%0 —— — 申报中断
ESS ESSEX PPTY TR INC $00.00%0 —— — 申报中断
ANF ABERCROMBIE FITCH CO $00.00%0 -4-100.0% -$503 清仓