GENEOS WEALTH MANAGEMENT INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZION | 6K | $361.89K |
 | HSY | 6K | $1.19M |
 | NCLH | 6K | $155.24K |
 | TOST | 6K | $226.36K |
 | PAYX | 6K | $783.97K |
 | EXPI | 6K | $64.60K |
 | BX | 6K | $1.03M |
 | ANNX | 6K | $18.30K |
 | CMC | 6K | $341.63K |
 | EVGO | 6K | $28.14K |
 | OCSL | 6K | $77.53K |
 | PLUG | 6K | $13.82K |
 | CVS | 6K | $446.49K |
 | ELAN | 6K | $119.09K |
 | CHKP | 6K | $1.22M |
 | UNP | 6K | $1.39M |
 | DXCM | 6K | $394.93K |
 | C | 6K | $587.91K |
 | MPW | 6K | $29.07K |
 | SMR | 6K | $204.84K |
Zions Bancorporation, National Association
ZION
Shares Held
6K
Value
$361.89K
The Hershey Company
HSY
Shares Held
6K
Value
$1.19M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
6K
Value
$155.24K
Toast, Inc.
TOST
Shares Held
6K
Value
$226.36K
Paychex, Inc.
PAYX
Shares Held
6K
Value
$783.97K
eXp World Holdings, Inc.
EXPI
Shares Held
6K
Value
$64.60K
Blackstone Inc.
BX
Shares Held
6K
Value
$1.03M
Annexon, Inc.
ANNX
Shares Held
6K
Value
$18.30K
Commercial Metals Company
CMC
Shares Held
6K
Value
$341.63K
EVgo, Inc.
EVGO
Shares Held
6K
Value
$28.14K
Oaktree Specialty Lending Corporation
OCSL
Shares Held
6K
Value
$77.53K
Plug Power Inc.
PLUG
Shares Held
6K
Value
$13.82K
CVS Health Corporation
CVS
Shares Held
6K
Value
$446.49K
Elanco Animal Health Incorporated
ELAN
Shares Held
6K
Value
$119.09K
Check Point Software Technologies Ltd.
CHKP
Shares Held
6K
Value
$1.22M
Union Pacific Corporation
UNP
Shares Held
6K
Value
$1.39M
DexCom, Inc.
DXCM
Shares Held
6K
Value
$394.93K
Citigroup Inc.
C
Shares Held
6K
Value
$587.91K
Medical Properties Trust, Inc.
MPW
Shares Held
6K
Value
$29.07K
NuScale Power Corporation
SMR
Shares Held
6K
Value
$204.84K