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Geneos Wealth Management, Inc.
Ryan Diachok · Investment Advisor · Multi-Strategy
Geneos Wealth Management, Inc. is an independent broker-dealer and registered investment adviser headquartered in Centennial, Colorado. Founded in 2002 by George and Russell Diachok, the firm was established to provide a platform for independent financial advisors focused on client-centric wealth management solutions. Geneos remains a privately held, family-operated company, overseeing billions in assets for individual and institutional clients. The firm offers a comprehensive suite of services including financial planning, asset management, and advisory programs such as Axiom and VIP, emphasizing flexibility and personalized portfolio construction through strategic asset allocation and diverse investment vehicles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.9% |
| YTD return | +16.0% |
| Sharpe ratio | 3.41 |
| Win rate | 50% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.geneoswealth.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 10.8% | +26.6% |
| NVDA | NVIDIA Corporation | 9.0% | +10.8% |
| NSC | Norfolk Southern Corporation | 9.0% | +4.6% |
| MSFT | Microsoft Corporation | 8.6% | +0.3% |
| GOOGL | Alphabet Inc Class A | 8.4% | +34.7% |
| PANW | Palo Alto Networks Inc | 5.9% | +70.6% |
| BRK-A | Berkshire Hathaway Inc | 5.7% | +5.7% |
| AMZN | Amazon.com Inc | 5.7% | +6.5% |
| JPM | JPMorgan Chase & Co | 4.6% | +12.9% |
| CRWD | Crowdstrike Holdings Inc | 4.3% | +88.4% |
| AVGO | Broadcom Inc | 3.8% | -0.3% |
| XOM | Exxon Mobil Corp | 3.5% | +35.9% |
| WPC | W P Carey Inc | 3.0% | -2.7% |
| META | Meta Platforms Inc. | 2.9% | +13.9% |
| CVX | Chevron Corp | 2.8% | +32.2% |
| FTNT | Fortinet Inc | 2.7% | +36.6% |
| CAT | Caterpillar Inc | 2.4% | +7.8% |
| COST | Costco Wholesale Corp | 2.3% | -7.0% |
| LLY | Eli Lilly and Company | 2.2% | -3.8% |
| V | Visa Inc. Class A | 2.2% | +1.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | CAT | 2.6% → 2.4% |
| Aug 17, 2026 | SELL | URI | 2.3% → 0.0% |
| Aug 17, 2026 | BUY | MSFT | 7.1% → 8.6% |
| Aug 17, 2026 | BUY | META | 0.0% → 2.9% |
| Aug 17, 2026 | BUY | NVDA | 7.3% → 9.0% |
Investment Style Analysis
Geneos Wealth Management, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Geneos Wealth Management, Inc. made a significant move by reducing the position in CAT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's philosophy centers on providing advisors with the independence and tools necessary to create customized, goal-oriented portfolios for their clients. Geneos utilizes a range of investment strategies, including strategic asset allocation, long-term and short-term positioning, and the use of diverse securities such as equities, fixed income, and alternative investments. They emphasize risk management and capital preservation through various advisory programs, often leveraging both internal management and referrals to third-party money managers to meet specific client objectives and financial milestones.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Geneos Wealth Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Geneos Wealth Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Geneos Wealth Management, Inc.'s largest holding?
As of the latest filing, Geneos Wealth Management, Inc.'s top position is Apple Inc (AAPL), representing 10.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Geneos Wealth Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +19.9% with a win rate of 50%. Notably, the portfolio maintains a Sharpe Ratio of 3.41, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Geneos Wealth Management, Inc. primarily invest in?
Geneos Wealth Management, Inc. has a strong preference for the Software - Infrastructure sector, which makes up 21.6% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Geneos Wealth Management, Inc.'s portfolio concentrated or diversified?
Geneos Wealth Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 28.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Geneos Wealth Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Geneos Wealth Management, Inc. tracks a Year-to-Date (YTD) return of +16.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ryan Diachok manage Geneos Wealth Management, Inc. directly?
Yes, Ryan Diachok serves as the key portfolio manager for Geneos Wealth Management, Inc., overseeing the investment strategy and final capital allocation decisions.