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
$1.93B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,715
New
Increased
Reduced
Closed

Top Buys

1 +$18.6M
2 +$11.2M
3 +$10.1M
4
QLD icon
ProShares Ultra QQQ
QLD
+$10M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$7.99M

Sector Composition

1 Technology 7.93%
2 Consumer Discretionary 4.94%
3 Financials 4.88%
4 Healthcare 4.75%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$9K ﹤0.01%
600
1977
$9K ﹤0.01%
+650
1978
$9K ﹤0.01%
450
1979
$9K ﹤0.01%
2,115
1980
$9K ﹤0.01%
735
-1,300
1981
$9K ﹤0.01%
215
1982
$9K ﹤0.01%
400
1983
$9K ﹤0.01%
200
1984
$9K ﹤0.01%
310
1985
$9K ﹤0.01%
464
-232
1986
$9K ﹤0.01%
195
1987
$9K ﹤0.01%
+73
1988
$9K ﹤0.01%
300
1989
$9K ﹤0.01%
280
1990
$9K ﹤0.01%
+280
1991
$9K ﹤0.01%
272
1992
$9K ﹤0.01%
809
1993
$9K ﹤0.01%
1,389
1994
$9K ﹤0.01%
827
1995
$9K ﹤0.01%
142
1996
$9K ﹤0.01%
+650
1997
$9K ﹤0.01%
820
1998
$9K ﹤0.01%
100
1999
$9K ﹤0.01%
130
2000
$9K ﹤0.01%
1,000