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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 7 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HBAN HUNTINGTON BANCSHARES INC Financial Services 285,169.0 $4.5M 0.10% +21K +7.8% $15.65 +1.3%
122 MCD MCDONALDS CORP Consumer Cyclical 14,004.0 $4.4M 0.10% +1K +9.7% $310.79 -8.6%
123 KDP KEURIG DR PEPPER INC Consumer Defensive 163,154.0 $4.3M 0.10% +25K +17.9% $26.33 +9.3%
124 IEF ISHARES TR 44,774.0 $4.3M 0.10% +7K +17.3% $95.44 -1.7%
125 CHD CHURCH DWIGHT CO INC Consumer Defensive 45,446.0 $4.2M 0.10% +45K +10000.0% $93.32 +2.5%
126 IYW ISHARES TR 22,983.0 $4.2M 0.10% +593.0 +2.6% $181.42 +32.3%
127 BSCS INVESCO EXCH TRD SLF IDX FD 200,295.0 $4.1M 0.10% +9K +4.5% $20.42 -0.4%
128 CGGO CAPITAL GROUP GBL GROWTH EQT 121,579.0 $4.1M 0.09% +31K +34.8% $33.37 +18.4%
129 GEV GE VERNOVA INC Utilities 4,623.0 $4.0M 0.09% +2K +68.2% $872.91 +19.6%
130 BSCT INVESCO EXCH TRD SLF IDX FD 216,047.0 $4.0M 0.09% +11K +5.6% $18.66 -0.6%
131 XLU SELECT SECTOR SPDR TR 86,915.0 $4.0M 0.09% +39K +80.9% $45.89 -1.9%
132 VIG VANGUARD SPECIALIZED FUNDS 18,407.0 $4.0M 0.09% +158.0 +0.9% $215.06 +7.4%
133 NFLX NETFLIX INC Communication Services 41,075.0 $3.9M 0.09% +4K +10.4% $96.15 -7.1%
134 BSCU INVESCO EXCH TRD SLF IDX FD 234,725.0 $3.9M 0.09% +12K +5.3% $16.72 -0.7%
135 AMAT APPLIED MATLS INC Technology 11,474.0 $3.9M 0.09% +301.0 +2.7% $341.80 +25.0%
136 IWN ISHARES TR 20,403.0 $3.9M 0.09% +2K +12.9% $189.59 +10.7%
137 IUSV ISHARES TR 37,444.0 $3.8M 0.09% +13K +54.0% $102.25 +7.0%
138 MTUM ISHARES TR 15,945.0 $3.8M 0.09% +500.0 +3.2% $239.99 +25.9%
139 SPYD SPDR SER TR 83,726.0 $3.8M 0.09% +5K +6.5% $45.52 +3.8%
140 FAD FIRST TR MULTI CAP GROWTH AL 23,388.0 $3.7M 0.09% +1K +6.6% $158.92 +14.7%
Page 7 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%