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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 21 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IGIB ISHARES TR 5,235.0 $279K 0.01% +651.0 +14.2% $53.22 -0.7%
402 AROC ARCHROCK INC Energy 7,670.0 $267K 0.01% +7K +1817.5% $34.80 +6.0%
403 VICI VICI PPTYS INC Real Estate 9,717.0 $265K 0.01% +971.0 +11.1% $27.32 +4.0%
404 FXR FIRST TR EXCHANGE TRADED FD 3,237.0 $264K 0.01% +503.0 +18.4% $81.62 +3.9%
405 NVR NVR INC Consumer Cyclical 40.0 $264K 0.01% +4.0 +11.1% $6589.82 -8.2%
406 LDUR PIMCO ETF TR 2,721.0 $261K 0.01% +1K +64.5% $95.82 -0.4%
407 CRS CARPENTER TECHNOLOGY CORP Industrials 648.0 $255K 0.01% +164.0 +33.9% $394.15 +11.2%
408 TRIN TRINITY CAP INC Financial Services 17,312.0 $255K 0.01% +1K +6.7% $14.71 +14.7%
409 HYLB DBX ETF TR 7,011.0 $254K 0.01% +251.0 +3.7% $36.16 +0.9%
410 FEZ SPDR INDEX SHS FDS 4,006.0 $249K 0.01% +79.0 +2.0% $62.07 +8.7%
411 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 6,324.0 $248K 0.01% +5K +424.4% $39.19 +14.5%
412 INTU INTUIT Technology 572.0 $247K 0.01% +80.0 +16.3% $432.63 -29.0%
413 SMMU PIMCO ETF TR 4,830.0 $244K 0.01% +2K +67.7% $50.45 -0.2%
414 AXS AXIS CAP HLDGS LTD Financial Services 2,401.0 $243K 0.01% +2K +199.0% $101.41 -0.7%
415 DLR DIGITAL RLTY TR INC Real Estate 1,341.0 $242K 0.01% +30.0 +2.3% $180.21 +7.8%
416 GDE WISDOMTREE TR 3,829.0 $241K 0.01% +50.0 +1.3% $62.90 +8.6%
417 LANDBRIDGE COMPANY LLC 3,480.0 $240K 0.01% +85.0 +2.5% $69.05
418 WH WYNDHAM HOTELS RESORTS INC Consumer Cyclical 2,943.0 $239K 0.01% +68.0 +2.4% $81.23 -0.4%
419 GEL GENESIS ENERGY L P Energy 13,155.0 $235K 0.01% +12K +1714.5% $17.83 -8.0%
420 SMR NUSCALE PWR CORP Utilities 21,448.0 $232K 0.01% +2K +9.4% $10.84 -4.2%
Page 21 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%