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
$1.12B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,237
New
Increased
Reduced
Closed

Sector Composition

1 Energy 8.6%
2 Technology 7.13%
3 Industrials 7.08%
4 Consumer Staples 6.57%
5 Financials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$1K ﹤0.01%
+160
2127
$1K ﹤0.01%
+160
2128
$1K ﹤0.01%
31
2129
$1K ﹤0.01%
300
2130
$1K ﹤0.01%
125
2131
$1K ﹤0.01%
45
-566
2132
$1K ﹤0.01%
25
2133
$1K ﹤0.01%
186
2134
$1K ﹤0.01%
+10
2135
$1K ﹤0.01%
69
2136
$1K ﹤0.01%
104
2137
$1K ﹤0.01%
+90
2138
$1K ﹤0.01%
40
2139
$1K ﹤0.01%
+19
2140
$1K ﹤0.01%
107
2141
$1K ﹤0.01%
18
2142
$1K ﹤0.01%
15
2143
$1K ﹤0.01%
57
2144
0
2145
$1K ﹤0.01%
180
2146
$1K ﹤0.01%
25
2147
$1K ﹤0.01%
55
2148
$1K ﹤0.01%
1,425
-1,000
2149
$1K ﹤0.01%
164
2150
$1K ﹤0.01%
86