Stock Taper 
GENEOS WEALTH MANAGEMENT INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arthur J. Gallagher & Co. | AJG | 25.15K | $5.77M |
 Blue Owl Capital Inc. | OWL | 25.25K | $220.94K |
 Piedmont Office Realty Trust, Inc. | PDM | 25.97K | $237.61K |
 Accenture plc | ACN | 26.29K | $3.27M |
 Truist Financial Corporation | TFC | 26.72K | $1.33M |
 Warby Parker Inc. | WRBY | 27.09K | $821.88K |
 Johnson & Johnson | JNJ | 27.09K | $6.88M |
 American Healthcare REIT, Inc. | AHR | 27.27K | $1.42M |
 Bank of America Corporation | BAC | 27.39K | $1.56M |
 CrowdStrike Holdings, Inc. | CRWD | 27.64K | $21.1M |
 Annaly Capital Management, Inc. | NLY | 27.8K | $621.61K |
 Houlihan Lokey, Inc. | HLI | 27.92K | $3.75M |
 Meta Platforms, Inc. | META | 27.95K | $15.74M |
 Philip Morris International Inc. | PM | 27.97K | $5.06M |
 Pfizer Inc. | PFE | 29.8K | $717.54K |
 ConocoPhillips | COP | 30.63K | $3.18M |
 The Southern Company | SO | 30.67K | $2.94M |
 Marsh & McLennan Companies, Inc. | MRSH | 30.79K | $5.13M |
 T-Mobile US, Inc. | TMUS | 30.99K | $5.2M |
 Teva Pharmaceutical Industries Limited | TEVA | 31.51K | $1.07M |