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Portfolio (Quarterly) Guide ↗

Geneos Wealth Management Inc.

· CIK 0001764754
13F Portfolio $4.3B AUM 2,465 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New 652 Added 609 Reduced 110 Exited
Page 11 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SCZ ISHARES TR 19,837.0 $1.6M 0.04% +3K +20.0% $78.41 +8.5%
202 MLPX GLOBAL X FDS 20,981.0 $1.6M 0.04% +3K +16.2% $73.94 +3.5%
203 AAOI APPLIED OPTOELECTRONICS INC Technology 18,072.0 $1.5M 0.04% +243.0 +1.4% $84.59 +109.0%
204 GAL SSGA ACTIVE ETF TR 30,645.0 $1.5M 0.04% +11K +55.5% $49.50 +7.1%
205 JPC NUVEEN PFD INCOME OPPORTUN Financial Services 198,972.0 $1.5M 0.04% +2K +1.1% $7.54 +3.1%
206 WPM WHEATON PRECIOUS METALS CORP Basic Materials 11,424.0 $1.5M 0.04% +145.0 +1.3% $131.01 -2.9%
207 DFIV DIMENSIONAL ETF TRUST 28,233.0 $1.5M 0.04% +23K +399.3% $52.78 +5.7%
208 HSY HERSHEY CO Consumer Defensive 7,035.0 $1.5M 0.03% +690.0 +10.9% $207.90 -8.4%
209 COWG PACER FDS TR 41,982.0 $1.4M 0.03% +4K +10.8% $33.74 +11.7%
210 MRVL MARVELL TECHNOLOGY INC Technology 14,147.0 $1.4M 0.03% +553.0 +4.1% $99.05 +92.5%
211 TPHD TIMOTHY PLAN 33,763.0 $1.4M 0.03% +7K +28.5% $41.36 +0.1%
212 CINF CINCINNATI FINL CORP Financial Services 8,784.0 $1.4M 0.03% +95.0 +1.1% $157.35 +7.0%
213 DFGR DIMENSIONAL ETF TRUST 51,802.0 $1.4M 0.03% +5K +11.1% $26.58 +9.2%
214 QGRO AMERICAN CENTY ETF TR 13,100.0 $1.4M 0.03% +3K +29.9% $105.03 +8.1%
215 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,479.0 $1.4M 0.03% +30.0 +0.9% $391.76 +91.7%
216 HELO J P MORGAN EXCHANGE TRADED F 21,248.0 $1.4M 0.03% +3K +14.8% $63.91 +6.0%
217 FLRN SPDR SER TR 43,720.0 $1.3M 0.03% +5K +14.2% $30.78 +0.1%
218 USB US BANCORP DEL Financial Services 25,649.0 $1.3M 0.03% +1K +5.6% $52.01 +4.8%
219 JPIB J P MORGAN EXCHANGE TRADED F 27,766.0 $1.3M 0.03% +5K +24.2% $47.82 +0.1%
220 AIRR FIRST TR EXCHANGE TRADED FD 11,656.0 $1.3M 0.03% +774.0 +7.1% $110.78 +12.5%
Page 11 of 33  ·  652 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.9%
Technology 19.2%
Industrials 11.7%
Healthcare 9.2%
Energy 9.2%
Communication Services 5.9%
Consumer Cyclical 5.9%
Consumer Defensive 4.7%
Utilities 3.5%
Real Estate 3.1%