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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 20 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CGMS CAPITAL GRP FIXED INCM ETF T 13,142.0 $358K 0.01% +3K +25.6% $27.23 +0.8%
382 CTVA CORTEVA INC Basic Materials 4,127.0 $345K 0.01% +225.0 +5.8% $83.71 -5.6%
383 GRID FIRST TR EXCHANGE TRADED FD 2,106.0 $344K 0.01% +802.0 +61.5% $163.58 +16.8%
384 LRCX LAM RESEARCH CORP Technology 1,563.0 $334K 0.01% +323.0 +26.1% $213.66 +41.5%
385 SCI SERVICE CORP INTL Consumer Cyclical 3,889.0 $321K 0.01% +2K +108.3% $82.50 -6.0%
386 MKL MARKEL GROUP INC Financial Services 166.0 $318K 0.01% +71.0 +74.7% $1914.07 -3.2%
387 FEPI ETF OPPORTUNITIES TRUST 7,915.0 $314K 0.01% +1K +20.3% $39.67 +13.8%
388 RDIV INVESCO EXCH TRADED FD TR II 5,639.0 $314K 0.01% +1K +21.9% $55.66 +3.4%
389 CII BLACKROCK ENHANCD CAP INM Financial Services 14,793.0 $311K 0.01% +603.0 +4.2% $21.02 +17.9%
390 OXY OCCIDENTAL PETE CORP Energy 4,673.0 $304K 0.01% +101.0 +2.2% $64.99 -9.5%
391 HAL HALLIBURTON CO Energy 7,695.0 $300K 0.01% +521.0 +7.3% $38.99 +7.6%
392 PSA PUBLIC STORAGE OPER CO Real Estate 1,104.0 $299K 0.01% +62.0 +6.0% $270.88 +11.8%
393 CLOA BLACKROCK ETF TRUST II 5,717.0 $296K 0.01% +4K +169.2% $51.84 +0.2%
394 BSJS INVESCO EXCH TRD SLF IDX FD 13,561.0 $294K 0.01% +460.0 +3.5% $21.69 +0.4%
395 GPIQ GOLDMAN SACHS ETF TR 5,879.0 $291K 0.01% +1K +24.7% $49.49 +17.0%
396 SMCI SUPER MICRO COMPUTER INC Technology 12,739.0 $290K 0.01% +175.0 +1.4% $22.77 +46.9%
397 AMPX AMPRIUS TECHNOLOGIES INC Industrials 17,140.0 $289K 0.01% +6K +60.9% $16.86 -9.3%
398 ARKQ ARK ETF TR 2,533.0 $285K 0.01% +2K +230.2% $112.45 +18.7%
399 AOR ISHARES TR 4,410.0 $284K 0.01% +2K +110.0% $64.35 +6.7%
400 PDI PIMCO DYNAMIC INCOME FD Financial Services 16,436.0 $281K 0.01% +5K +38.9% $17.11 -2.5%
Page 20 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%