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 6.41%
2 Financials 5.23%
3 Industrials 5.16%
4 Energy 5%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$9K ﹤0.01%
440
2027
$9K ﹤0.01%
800
2028
$9K ﹤0.01%
430
2029
$9K ﹤0.01%
151
2030
$9K ﹤0.01%
+200
2031
$9K ﹤0.01%
+400
2032
$9K ﹤0.01%
774
-500
2033
$9K ﹤0.01%
250
2034
$9K ﹤0.01%
37
2035
$8K ﹤0.01%
600
2036
$8K ﹤0.01%
170
2037
$8K ﹤0.01%
27
+21
2038
$8K ﹤0.01%
1,500
2039
$8K ﹤0.01%
208
-19
2040
$8K ﹤0.01%
600
2041
$8K ﹤0.01%
110
+65
2042
$8K ﹤0.01%
40
2043
$8K ﹤0.01%
330
2044
$8K ﹤0.01%
495
2045
$8K ﹤0.01%
62
2046
$8K ﹤0.01%
203
-1,033
2047
$8K ﹤0.01%
864
2048
$8K ﹤0.01%
1,973
+26
2049
$8K ﹤0.01%
235
2050
$8K ﹤0.01%
77
-135