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
$1.61B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,540
New
Increased
Reduced
Closed

Top Sells

1 +$11M
2 +$6.96M
3 +$6.59M
4
USD icon
ProShares Ultra Semiconductors
USD
+$5.22M
5
RXL icon
ProShares Ultra Health Care
RXL
+$5.06M

Sector Composition

1 Technology 5.87%
2 Energy 5.69%
3 Industrials 5.62%
4 Financials 5.15%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$8K ﹤0.01%
250
1977
$8K ﹤0.01%
150
1978
$8K ﹤0.01%
300
1979
$8K ﹤0.01%
83
-17
1980
$8K ﹤0.01%
2,965
1981
$8K ﹤0.01%
898
1982
$8K ﹤0.01%
+4
1983
$8K ﹤0.01%
96
+41
1984
$8K ﹤0.01%
330
-1,564
1985
$8K ﹤0.01%
70
+20
1986
$8K ﹤0.01%
300
1987
$8K ﹤0.01%
133
1988
$8K ﹤0.01%
830
1989
$8K ﹤0.01%
650
1990
$8K ﹤0.01%
440
+30
1991
$8K ﹤0.01%
60
1992
$8K ﹤0.01%
324
1993
$8K ﹤0.01%
1,770
1994
$8K ﹤0.01%
105
1995
$8K ﹤0.01%
440
1996
$8K ﹤0.01%
1,278
1997
$8K ﹤0.01%
+844
1998
$8K ﹤0.01%
30
1999
$8K ﹤0.01%
525
2000
$8K ﹤0.01%
231