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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 3 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JEPI J P MORGAN EXCHANGE TRADED F 247,324.0 $14.0M 0.33% +29K +13.3% $56.68 -1.1%
42 SMLF ISHARES TR 180,534.0 $13.6M 0.32% +22K +13.7% $75.49 +10.2%
43 DFIC DIMENSIONAL ETF TRUST 381,794.0 $13.6M 0.32% +20K +5.6% $35.53 +6.9%
44 SPEM SPDR INDEX SHS FDS 280,768.0 $13.2M 0.31% +7K +2.6% $46.91 +8.9%
45 IMFL INVESCO EXCH TRD SLF IDX FD 374,081.0 $11.8M 0.28% +24K +6.7% $31.64 +8.5%
46 LMBS FIRST TR EXCHANGE TRADED FD 234,206.0 $11.7M 0.27% +36K +18.2% $49.81 -0.4%
47 BND VANGUARD BD INDEX FDS 153,422.0 $11.3M 0.26% +10K +6.7% $73.64 -1.0%
48 CRWD CROWDSTRIKE HLDGS INC Technology 28,678.0 $11.2M 0.26% +1K +5.3% $390.41 +66.0%
49 SLYV SPDR SER TR 116,557.0 $11.0M 0.26% +2K +1.6% $94.58 +8.3%
50 VWO VANGUARD INTL EQUITY INDEX F 203,555.0 $11.0M 0.26% +37K +22.4% $54.05 +8.6%
51 VYM VANGUARD WHITEHALL FDS 74,233.0 $11.0M 0.26% +7K +10.9% $148.10 +6.2%
52 CLOI VANECK ETF TRUST 195,715.0 $10.3M 0.24% +39K +24.7% $52.70 +0.4%
53 EEM ISHARES TR 172,766.0 $9.8M 0.23% +3K +1.7% $56.79 +16.3%
54 VONV VANGUARD SCOTTSDALE FDS 104,434.0 $9.8M 0.23% +1K +1.0% $93.74 +9.8%
55 CGBL CAPITAL GROUP CORE BALANCED 280,360.0 $9.6M 0.22% +10K +3.8% $34.41 +7.9%
56 SPHQ INVESCO EXCHANGE TRADED FD T 125,167.0 $9.4M 0.22% +110K +712.3% $75.19 +11.3%
57 O REALTY INCOME CORP Real Estate 152,600.0 $9.3M 0.22% +5K +3.3% $61.18 +1.7%
58 FEOE RBB FUND TRUST 184,464.0 $9.3M 0.22% +180K +3669.2% $50.46 +7.6%
59 FPEI FIRST TR EXCH TRADED FD III 487,681.0 $9.3M 0.21% +148K +43.7% $19.00 +0.7%
60 JAVA J P MORGAN EXCHANGE TRADED F 127,226.0 $9.1M 0.21% +25K +24.6% $71.75 +6.3%
Page 3 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%