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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 16 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IYM ISHARES TR 3,616.0 $636K 0.01% +340.0 +10.4% $175.93 +2.5%
302 ALL ALLSTATE CORP Financial Services 3,035.0 $629K 0.01% +122.0 +4.2% $207.33 +3.4%
303 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 19,585.0 $627K 0.01% +6K +45.3% $32.01 +2.5%
304 GLW CORNING INC Technology 4,585.0 $623K 0.01% +70.0 +1.6% $135.96 +41.1%
305 DOW DOW INC Basic Materials 14,907.0 $621K 0.01% +97.0 +0.7% $41.65 -13.8%
306 RFV INVESCO EXCHANGE TRADED FD T 4,683.0 $609K 0.01% +3K +159.3% $129.97 +5.7%
307 DJAN FIRST TR EXCHNG TRADED FD VI 14,160.0 $602K 0.01% +14K +4230.3% $42.53 +6.2%
308 VEU VANGUARD INTL EQUITY INDEX F 8,018.0 $602K 0.01% +132.0 +1.7% $75.10 +10.0%
309 FNY FIRST TR EXCHANGE TRADED ALP 6,630.0 $600K 0.01% +1K +26.6% $90.48 +12.3%
310 SMDV PROSHARES TR 8,646.0 $595K 0.01% +511.0 +6.3% $68.79 +4.5%
311 DVN DEVON ENERGY CORP NEW Energy 11,778.0 $593K 0.01% +94.0 +0.8% $50.32 -6.4%
312 BINC BLACKROCK ETF TRUST II 11,402.0 $592K 0.01% +1K +13.1% $51.93 +0.5%
313 TPSC TIMOTHY PLAN 13,667.0 $580K 0.01% +3K +29.9% $42.45 +6.0%
314 DWLD DAVIS FUNDAMENTAL ETF TR 13,216.0 $579K 0.01% +216.0 +1.7% $43.81 +8.5%
315 PTF INVESCO EXCHANGE TRADED FD T 6,645.0 $574K 0.01% +34.0 +0.5% $86.33 +41.0%
316 DASH DOORDASH INC Communication Services 3,815.0 $573K 0.01% +118.0 +3.2% $150.15 +6.1%
317 CGNG CAPITAL GROUP NEW GEOGRAPHY 18,127.0 $572K 0.01% +10K +137.7% $31.57 +13.3%
318 ANNALY CAPITAL MANAGEMENT IN 27,020.0 $571K 0.01% +7K +34.2% $21.15
319 THY NORTHERN LIGHTS FD TR 25,747.0 $566K 0.01% +2K +7.9% $21.98 -0.9%
320 TBG EA SERIES TRUST 16,204.0 $565K 0.01% +9K +138.9% $34.86 +5.9%
Page 16 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%