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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 6 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CARR CARRIER GLOBAL CORPORATION Industrials 101,386.0 $5.7M 0.13% +96K +1794.4% $56.31 +10.4%
102 EFV ISHARES TR 76,171.0 $5.7M 0.13% +862.0 +1.1% $74.35 +6.2%
103 ACN ACCENTURE PLC IRELAND Technology 28,284.0 $5.6M 0.13% +2K +8.1% $198.29 -10.3%
104 VLUE ISHARES TR 38,221.0 $5.4M 0.13% +38K +10000.0% $142.19 +30.1%
105 VXF VANGUARD INDEX FDS 26,346.0 $5.4M 0.13% +6K +28.7% $205.80 +11.1%
106 FRDM EA SERIES TRUST 98,731.0 $5.4M 0.12% +3K +3.5% $54.65 +24.4%
107 DG DOLLAR GEN CORP NEW Consumer Defensive 45,006.0 $5.3M 0.12% +3K +8.0% $118.73 -11.5%
108 MRSH MARSH MCLENNAN COS INC Financial Services 30,247.0 $5.2M 0.12% +30K +8009.1% $173.45 -4.8%
109 DLN WISDOMTREE TR 58,720.0 $5.2M 0.12% +1K +1.8% $89.33 +7.0%
110 BSCQ INVESCO EXCH TRD SLF IDX FD 266,934.0 $5.2M 0.12% +9K +3.6% $19.53 -0.1%
111 PLD PROLOGIS INC Real Estate 39,360.0 $5.2M 0.12% +4K +10.7% $132.18 +9.5%
112 XSMO INVESCO EXCHANGE TRADED FD T 66,897.0 $5.1M 0.12% +2K +2.8% $76.02 +12.1%
113 QCOM QUALCOMM INC Technology 38,673.0 $5.0M 0.12% +3K +7.6% $128.78 +57.3%
114 SCHG SCHWAB STRATEGIC TR 168,957.0 $4.9M 0.11% +35K +25.7% $29.13 +17.7%
115 ELAN ELANCO ANIMAL HEALTH INC Healthcare 202,747.0 $4.9M 0.11% +197K +3358.1% $23.93 -10.9%
116 PM PHILIP MORRIS INTL INC Consumer Defensive 28,710.0 $4.7M 0.11% +930.0 +3.4% $165.34 +14.1%
117 OKE ONEOK INC NEW Energy 51,586.0 $4.7M 0.11% +761.0 +1.5% $90.39 +2.5%
118 BOND PIMCO ETF TR 49,030.0 $4.5M 0.10% +6K +13.0% $92.28 -1.0%
119 WFC WELLS FARGO CO NEW Financial Services 56,381.0 $4.5M 0.10% +802.0 +1.4% $79.61 -4.8%
120 BSCR INVESCO EXCH TRD SLF IDX FD 228,405.0 $4.5M 0.10% +10K +4.8% $19.63 -0.1%
Page 6 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%