Geneos Wealth Management Inc. (0001764754) Files 13F-HR Form with SEC

In its recent 13F-HR filing, Geneos Wealth Management Inc. disclosed its holdings as of the reporting period, providing valuable insights into the investment decisions made by the company. This filing is significant as it offers transparency regarding Geneos Wealth Management Inc.’s portfolio composition, including any new positions taken or existing positions sold during the period. Investors and analysts often scrutinize 13F-HR filings to gauge a company’s investment strategy and sentiment towards specific securities.

Geneos Wealth Management Inc. is a registered investment advisor based in Denver, Colorado, specializing in providing personalized financial planning and investment management services to individuals, families, and businesses. With a focus on comprehensive wealth management, Geneos Wealth Management Inc. aims to help clients achieve their financial goals through tailored solutions and expert guidance. For more information about Geneos Wealth Management Inc., please visit their official website: Geneos Wealth Management Inc..

The 13F-HR filing submitted by Geneos Wealth Management Inc. is a quarterly report required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. This filing provides details on the company’s investment holdings, including the names of securities held, the number of shares, and the total market value. By reviewing the 13F-HR filing, investors can gain valuable insights into the investment activities of Geneos Wealth Management Inc. and potentially make more informed decisions regarding their own investment portfolios.