StockDriftsStockDriftsTop 50 Geneos Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 3.14% | 207.5K | $135.5M | +5.31%(+10.45K) | $439.16(+69.81%) | 2026-03-31 | |
| SPY | SPDR S P 500 ETF TR | 2.92% | 193.2K | $125.7M | +36.16%(+51.32K) | $508.59(+45.96%) | 2026-03-31 | |
| USMV | ISHARES TR | 2.46% | 1.14M | $106.1M | +99.30%(+569.76K) | $79.82(+18.15%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.42% | 731.4K | $104.2M | +101.55%(+368.51K) | $115.50(+40.26%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.68% | 120.9K | $72.2M | +12.55%(+13.48K) | $494.27(+38.06%) | 2026-03-31 | |
| VNLA | JANUS DETROIT STR TR | 1.5% | 1.32M | $64.5M | +83.35%(+600.51K) | $48.67(+0.59%) | 2026-03-31 | |
| IWV | ISHARES TR | 1.47% | 170.5K | $63.2M | +8.70%(+13.65K) | $291.28(+44.21%) | 2026-03-31 | |
| SPYM | SPDR SER TR | 1.25% | 703.3K | $53.8M | +27.41%(+151.31K) | $64.37(+35.72%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.12% | 189.7K | $48.2M | -5.13%(-10.27K) | $161.74(+84.79%) | 2026-03-31 | |
| NSC | NORFOLK SOUTHN CORP | 1.01% | 152.4K | $43.7M | +56.32%(+54.91K) | $258.38(+20.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.36% | +45.68% |
| Top 20 Holdings Unweighted | +12.82% | +43.59% |
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