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
$1.87B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,614
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$12.9M
3 +$6.54M
4
ROM icon
ProShares Ultra Technology
ROM
+$6.36M
5
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$6.34M

Sector Composition

1 Technology 6.42%
2 Financials 5.21%
3 Industrials 5.15%
4 Energy 5%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$10K ﹤0.01%
350
1977
$10K ﹤0.01%
+913
1978
$10K ﹤0.01%
1,800
1979
$10K ﹤0.01%
121
1980
$10K ﹤0.01%
720
+620
1981
$10K ﹤0.01%
96
1982
$10K ﹤0.01%
595
1983
$10K ﹤0.01%
+295
1984
$10K ﹤0.01%
+300
1985
$10K ﹤0.01%
300
1986
$10K ﹤0.01%
200
1987
$10K ﹤0.01%
702
1988
$10K ﹤0.01%
242
1989
$10K ﹤0.01%
792
1990
0
1991
$10K ﹤0.01%
100
1992
$10K ﹤0.01%
700
1993
$10K ﹤0.01%
135
1994
$10K ﹤0.01%
189
-2,359
1995
$10K ﹤0.01%
103
1996
$10K ﹤0.01%
25
1997
$9K ﹤0.01%
442
1998
$9K ﹤0.01%
8
1999
$9K ﹤0.01%
450
2000
$9K ﹤0.01%
17,750