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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 22 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FLJP FRANKLIN TEMPLETON ETF TR 5,946.0 $215K 0.01% +6K +2240.9% $36.18 +8.1%
422 IEUR ISHARES TR 2,984.0 $210K 0.01% +106.0 +3.7% $70.27 +7.7%
423 BWXT BWX TECHNOLOGIES INC Industrials 1,025.0 $210K 0.01% +40.0 +4.1% $204.49 -1.0%
424 LOPE GRAND CANYON ED INC Consumer Defensive 1,201.0 $204K 0.01% +60.0 +5.3% $170.03 -7.8%
425 JXN JACKSON FINANCIAL INC Financial Services 1,906.0 $201K 0.01% +132.0 +7.4% $105.70 +2.4%
426 AOM ISHARES TR 4,190.0 $198K 0.01% +2K +76.9% $47.37 +4.1%
427 CHWY CHEWY INC Consumer Cyclical 7,302.0 $197K 0.01% +560.0 +8.3% $27.00 -26.2%
428 VDE VANGUARD WORLD FD 1,129.0 $195K 0.01% +222.0 +24.5% $173.09 -3.4%
429 NVO NOVO NORDISK A S Healthcare 5,313.0 $195K 0.01% +91.0 +1.7% $36.75 +20.8%
430 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 880.0 $192K 0.00% +230.0 +35.4% $218.72 -1.4%
431 FGD FIRST TR EXCHANGE TRADED FD 6,018.0 $192K 0.00% +5K +813.2% $31.93 +6.2%
432 TJX TJX COS INC NEW Consumer Cyclical 1,174.0 $187K 0.00% +291.0 +33.0% $159.69 -0.3%
433 PID INVESCO EXCHANGE TRADED FD T 8,290.0 $184K 0.00% +3K +68.5% $22.25 +4.1%
434 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 12,832.0 $183K 0.00% +207.0 +1.6% $14.28 -0.2%
435 MP MP MATERIALS CORP Basic Materials 3,787.0 $183K 0.00% +664.0 +21.3% $48.26 +27.9%
436 MSI MOTOROLA SOLUTIONS INC Technology 414.0 $180K 0.00% +6.0 +1.5% $434.08 -7.8%
437 PJP INVESCO EXCHANGE TRADED FD T 1,722.0 $179K 0.00% +335.0 +24.1% $103.76 +4.4%
438 VT VANGUARD INTL EQUITY INDEX F 1,278.0 $177K 0.00% +51.0 +4.2% $138.32 +12.2%
439 DD DUPONT DE NEMOURS INC Basic Materials 3,843.0 $176K 0.00% +59.0 +1.6% $45.80 +2.9%
440 UTG REAVES UTIL INCOME FD Financial Services 4,466.0 $175K 0.00% +1K +38.9% $39.28 +7.1%
Page 22 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%