GWM

Geneos Wealth Management Portfolio holdings

AUM $3.94B
1-Year Est. Return 15.87%
This Quarter Est. Return
1 Year Est. Return
+15.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$743M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,011
New
Increased
Reduced
Closed

Sector Composition

1 Energy 11.76%
2 Industrials 7.55%
3 Healthcare 7.5%
4 Consumer Staples 7.2%
5 Technology 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$7K ﹤0.01%
+970
1477
$7K ﹤0.01%
+200
1478
$7K ﹤0.01%
202
+100
1479
$7K ﹤0.01%
540
1480
$7K ﹤0.01%
1,000
1481
$7K ﹤0.01%
1,200
1482
$7K ﹤0.01%
100
1483
$7K ﹤0.01%
+920
1484
$7K ﹤0.01%
1,136
1485
$7K ﹤0.01%
325
+45
1486
$7K ﹤0.01%
300
+100
1487
$7K ﹤0.01%
376
1488
$7K ﹤0.01%
160
1489
$7K ﹤0.01%
160
+25
1490
$7K ﹤0.01%
137
1491
$7K ﹤0.01%
571
1492
$7K ﹤0.01%
216
1493
$7K ﹤0.01%
+1,000
1494
$7K ﹤0.01%
287
+117
1495
$7K ﹤0.01%
267
+67
1496
$7K ﹤0.01%
149
-101
1497
$7K ﹤0.01%
65
+20
1498
$6K ﹤0.01%
135
1499
$6K ﹤0.01%
249
1500
$6K ﹤0.01%
408