GENEOS WEALTH MANAGEMENT INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | V | 21K | $7.33M |
 | CRDO | 21K | $3.12M |
 | ORCL | 21K | $6.00M |
 | PSX | 21K | $2.89M |
 | RTX | 21K | $3.52M |
 | CELH | 21K | $1.21M |
 | CYBR | 21K | $10.08M |
 | NBTB | 20K | $848.06K |
 | TFC | 20K | $927.41K |
 | ELV | 20K | $6.52M |
 | KNTK | 20K | $862.41K |
 | MMM | 20K | $3.04M |
 | FBRT | 19K | $211.24K |
 | NU | 19K | $304.30K |
 | AEP | 19K | $2.14M |
 | KMX | 19K | $846.47K |
 | CB | 19K | $5.31M |
 | OKTA | 19K | $1.71M |
 | APD | 19K | $5.06M |
 | BBDC | 18K | $161.96K |
Visa Inc.
V
Shares Held
21K
Value
$7.33M
Credo Technology Group Holding Ltd
CRDO
Shares Held
21K
Value
$3.12M
Oracle Corporation
ORCL
Shares Held
21K
Value
$6.00M
Phillips 66
PSX
Shares Held
21K
Value
$2.89M
RTX Corporation
RTX
Shares Held
21K
Value
$3.52M
Celsius Holdings, Inc.
CELH
Shares Held
21K
Value
$1.21M
CyberArk Software Ltd.
CYBR
Shares Held
21K
Value
$10.08M
NBT Bancorp Inc.
NBTB
Shares Held
20K
Value
$848.06K
Truist Financial Corporation
TFC
Shares Held
20K
Value
$927.41K
Elevance Health Inc.
ELV
Shares Held
20K
Value
$6.52M
Kinetik Holdings Inc.
KNTK
Shares Held
20K
Value
$862.41K
3M Company
MMM
Shares Held
20K
Value
$3.04M
Franklin BSP Realty Trust, Inc.
FBRT
Shares Held
19K
Value
$211.24K
Nu Holdings Ltd.
NU
Shares Held
19K
Value
$304.30K
American Electric Power Company, Inc.
AEP
Shares Held
19K
Value
$2.14M
CarMax, Inc.
KMX
Shares Held
19K
Value
$846.47K
Chubb Limited
CB
Shares Held
19K
Value
$5.31M
Okta, Inc.
OKTA
Shares Held
19K
Value
$1.71M
Air Products and Chemicals, Inc.
APD
Shares Held
19K
Value
$5.06M
Barings BDC, Inc.
BBDC
Shares Held
18K
Value
$161.96K