GENEOS WEALTH MANAGEMENT INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADP | 18K | $5.41M |
 | UPS | 18K | $1.52M |
 | TSM | 18K | $4.98M |
 | META | 18K | $13.05M |
 | CRM | 17K | $4.11M |
 | SYY | 17K | $1.41M |
 | SBUX | 17K | $1.40M |
 | NLY | 16K | $331.43K |
 | BAM | 16K | $915.71K |
 | WEC | 16K | $1.83M |
 | CIG | 15K | $32.38K |
 | PECO | 15K | $521.49K |
 | GNL | 15K | $123.40K |
 | BN | 15K | $1.04M |
 | OHI | 15K | $622.88K |
 | KRG | 15K | $325.34K |
 | CCL | 14K | $418.27K |
 | SNY | 14K | $664.05K |
 | UL | 14K | $820.04K |
 | WMB | 14K | $875.80K |
Automatic Data Processing, Inc.
ADP
Shares Held
18K
Value
$5.41M
United Parcel Service, Inc.
UPS
Shares Held
18K
Value
$1.52M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
18K
Value
$4.98M
Meta Platforms, Inc.
META
Shares Held
18K
Value
$13.05M
Salesforce, Inc.
CRM
Shares Held
17K
Value
$4.11M
Sysco Corporation
SYY
Shares Held
17K
Value
$1.41M
Starbucks Corporation
SBUX
Shares Held
17K
Value
$1.40M
Annaly Capital Management, Inc.
NLY
Shares Held
16K
Value
$331.43K
Brookfield Asset Management Ltd.
BAM
Shares Held
16K
Value
$915.71K
WEC Energy Group, Inc.
WEC
Shares Held
16K
Value
$1.83M
Companhia Energética de Minas Gerais
CIG
Shares Held
15K
Value
$32.38K
Phillips Edison & Company, Inc.
PECO
Shares Held
15K
Value
$521.49K
Global Net Lease, Inc.
GNL
Shares Held
15K
Value
$123.40K
Brookfield Corporation
BN
Shares Held
15K
Value
$1.04M
Omega Healthcare Investors, Inc.
OHI
Shares Held
15K
Value
$622.88K
Kite Realty Group Trust
KRG
Shares Held
15K
Value
$325.34K
Carnival Corporation & plc
CCL
Shares Held
14K
Value
$418.27K
Sanofi
SNY
Shares Held
14K
Value
$664.05K
Unilever PLC
UL
Shares Held
14K
Value
$820.04K
The Williams Companies, Inc.
WMB
Shares Held
14K
Value
$875.80K