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Dean Rager

@Geneos Wealth Management Inc.

Latest period2024 - Q3ReportedManaged Assets$2.62BTotal holdings2557
Assets growth rate16.34%Assets growth rate (2-Q avg)9.74%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Geneos Wealth Management Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2557 positions.

Assets under management

The assets under management (AUM) of Geneos Wealth Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.62B in assets, with a quarterly growth rate of 16.34% and a 2-quarter average growth rate of 9.74%. The portfolio is managed by Dean Rager, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GVIIshares Tr
Recent Activity
New Position
0.01%
$137,088
1,280 shares@ $107.1 avg price
AUSFGlobal X Fds
Recent Activity
New Position
0.01%
$134,420
3,148 shares@ $42.71 avg price
DSTLEtf Ser Solutions
Recent Activity
New Position
0.01%
$106,369
1,875 shares@ $56.74 avg price
IPGInterpublic Group Cos Inc
Recent Activity
New Position
0.01%
$104,347
3,299 shares@ $31.63 avg price
GFLGfl Environmental Inc
Recent Activity
New Position
0.01%
$101,455
2,544 shares@ $39.89 avg price
KBAKraneshares Tr
Recent Activity
New Position
0.01%
$99,571
3,840 shares@ $25.93 avg price
NFJVirtus Dividend Interest P
Recent Activity
New Position
0.01%
$84,838
6,506 shares@ $13.04 avg price
XPOXpo Logistics Inc
Recent Activity
New Position
0.01%
$83,643
778 shares@ $107.52 avg price
MCIBarings Corporate Invs
Recent Activity
New Position
0.01%
$82,215
4,125 shares@ $19.94 avg price
DKSDicks Sporting Goods Inc
Recent Activity
New Position
0.01%
$78,054
374 shares@ $208.71 avg price