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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 19 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FMHI FIRST TR EXCH TRADED FD III 8,890.0 $423K 0.01% +3K +47.3% $47.54 +0.2%
362 MISL FIRST TR EXCHANGE TRADED FD 9,372.0 $419K 0.01% +2K +22.5% $44.71 +2.1%
363 CHI CALAMOS CONV OPPORTUNITIES Financial Services 38,874.0 $418K 0.01% +400.0 +1.0% $10.74 +14.2%
364 CCL CARNIVAL CORP Consumer Cyclical 16,008.0 $414K 0.01% +2K +10.6% $25.88 +1.2%
365 PAAS PAN AMERN SILVER CORP Basic Materials 7,483.0 $409K 0.01% +890.0 +13.5% $54.63 +0.3%
366 TOST TOAST INC Technology 15,200.0 $403K 0.01% +7K +85.4% $26.51 -12.0%
367 ISMD NORTHERN LTS FD TR IV 9,995.0 $400K 0.01% +7K +259.7% $39.97 +14.0%
368 VFH VANGUARD WORLD FD 3,298.0 $398K 0.01% +616.0 +23.0% $120.82 +5.1%
369 GIS GENERAL MLS INC Consumer Defensive 10,659.0 $397K 0.01% +2K +24.6% $37.22 -10.1%
370 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,570.0 $393K 0.01% +1K +64.8% $153.10 -17.2%
371 DGCB DIMENSIONAL ETF TRUST 7,224.0 $391K 0.01% +1K +22.0% $54.13 +0.4%
372 PRU PRUDENTIAL FINL INC Financial Services 3,964.0 $387K 0.01% +124.0 +3.2% $97.69 +5.7%
373 COIN COINBASE GLOBAL INC Financial Services 2,204.0 $385K 0.01% +533.0 +31.9% $174.61 +10.9%
374 XSVM INVESCO EXCHANGE TRADED FD T 6,375.0 $384K 0.01% +125.0 +2.0% $60.26 +9.3%
375 WRB BERKLEY W R CORP Financial Services 5,647.0 $374K 0.01% +3K +157.4% $66.28 +3.0%
376 USHY ISHARES TR 10,159.0 $374K 0.01% +606.0 +6.3% $36.84 +0.4%
377 OMC OMNICOM GROUP INC Communication Services 4,896.0 $369K 0.01% +642.0 +15.1% $75.31 -2.0%
378 QBTS D WAVE QUANTUM INC Technology 25,529.0 $368K 0.01% +2K +6.8% $14.43 +33.7%
379 KNSL KINSALE CAP GROUP INC Financial Services 1,057.0 $361K 0.01% +374.0 +54.8% $341.69 -8.7%
380 FXZ FIRST TR EXCHANGE TRADED FD 4,716.0 $359K 0.01% +71.0 +1.5% $76.21 +3.7%
Page 19 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%