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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 27 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 365.0 $60K 0.00% +337.0 +1203.6% $165.14 +8.0%
522 BHP BHP GROUP LTD Basic Materials 815.0 $59K 0.00% +608.0 +293.7% $72.74 +16.8%
523 UFO PROCURE ETF TRUST II 1,290.0 $58K 0.00% +1K +579.0% $44.81 +31.6%
524 SPTL SPDR SER TR 2,155.0 $57K 0.00% +1K +212.3% $26.29 -2.6%
525 NSP INSPERITY INC Industrials 2,078.0 $56K 0.00% +2K +293.6% $27.04 +14.1%
526 CGCV CAPITAL GROUP CONSERVATIVE E 1,884.0 $56K 0.00% +972.0 +106.6% $29.81 +7.3%
527 XME SPDR SER TR 513.0 $55K 0.00% +226.0 +78.8% $108.06 +6.8%
528 LIT GLOBAL X FDS 734.0 $55K 0.00% +50.0 +7.3% $74.35 +13.5%
529 NTR NUTRIEN LTD Basic Materials 723.0 $55K 0.00% +130.0 +21.9% $75.46 -6.9%
530 PAGAYA TECHNOLOGIES LTD 4,667.0 $54K 0.00% +512.0 +12.3% $11.65
531 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 915.0 $54K 0.00% +885.0 +2950.0% $59.03 +14.5%
532 MARA MARA HOLDINGS INC Financial Services 6,502.0 $53K 0.00% +4K +131.8% $8.16 +66.1%
533 USIG ISHARES TR 1,027.0 $53K 0.00% +137.0 +15.4% $51.21 -0.5%
534 XAIX DBX ETF TR 1,315.0 $52K 0.00% +150.0 +12.9% $39.89 +35.4%
535 FIRST TR EXCH TRADED FD III 2,400.0 $52K 0.00% +1K +100.0% $21.70
536 GPN GLOBAL PMTS INC Industrials 765.0 $51K 0.00% +250.0 +48.5% $67.30 +7.9%
537 VGLT VANGUARD SCOTTSDALE FDS 918.0 $51K 0.00% +21.0 +2.3% $55.35 -2.6%
538 NBSD NEUBERGER BERMAN ETF TRUST 1,002.0 $51K 0.00% +11.0 +1.1% $50.71 +0.1%
539 HIMS HIMS HERS HEALTH INC Healthcare 2,400.0 $50K 0.00% +200.0 +9.1% $20.76 +15.7%
540 TTWO TAKE TWO INTERACTIVE SOFTWAR Communication Services 252.0 $50K 0.00% +3.0 +1.2% $197.50 +19.8%
Page 27 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%