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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 8 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HCA HCA HEALTHCARE INC Healthcare 7,816.0 $3.7M 0.09% +75.0 +1.0% $473.24 -17.0%
142 GCOW PACER FDS TR 79,727.0 $3.7M 0.09% +4K +4.9% $46.24 +1.1%
143 ADBE ADOBE INC Technology 15,113.0 $3.7M 0.09% +2K +15.9% $243.08 +0.4%
144 TOTL SSGA ACTIVE ETF TR 91,695.0 $3.6M 0.09% +22K +32.0% $39.73 -1.1%
145 VBR VANGUARD INDEX FDS 16,634.0 $3.6M 0.08% +453.0 +2.8% $217.25 +6.2%
146 CRM SALESFORCE INC Technology 18,958.0 $3.5M 0.08% +691.0 +3.8% $186.67 -5.5%
147 DVY ISHARES TR 23,325.0 $3.5M 0.08% +307.0 +1.3% $151.41 +1.8%
148 NKE NIKE INC Consumer Cyclical 66,384.0 $3.5M 0.08% +11K +20.3% $52.82 -16.0%
149 XMMO INVESCO EXCHANGE TRADED FD T 23,671.0 $3.4M 0.08% +7K +41.6% $145.02 +12.7%
150 TLH ISHARES TR 33,491.0 $3.4M 0.08% +2K +5.9% $100.72 -2.4%
151 IDXX IDEXX LABS INC Healthcare 5,928.0 $3.3M 0.08% +6K +2309.8% $561.89 -1.6%
152 SPHD INVESCO EXCH TRADED FD TR II 65,544.0 $3.3M 0.07% +791.0 +1.2% $49.61 +1.1%
153 XEL XCEL ENERGY INC Utilities 40,829.0 $3.2M 0.07% +13K +47.2% $79.44 +0.5%
154 MA MASTERCARD INCORPORATED Financial Services 6,375.0 $3.2M 0.07% +68.0 +1.1% $499.70 -0.0%
155 MO ALTRIA GROUP INC Consumer Defensive 45,985.0 $3.0M 0.07% +3K +6.9% $65.99 +11.7%
156 MINV MATTHEWS ASIA FDS 79,478.0 $3.0M 0.07% +1K +1.9% $38.04 +37.1%
157 DMLP DORCHESTER MINERALS LP Energy 109,291.0 $3.0M 0.07% +11K +11.5% $27.10 +1.9%
158 AEP AMERICAN ELEC PWR CO INC Utilities 22,299.0 $2.9M 0.07% +2K +10.9% $131.08 -1.1%
159 AMD ADVANCED MICRO DEVICES INC Technology 14,358.0 $2.9M 0.07% +98.0 +0.7% $203.43 +121.0%
160 BSV VANGUARD BD INDEX FDS 37,222.0 $2.9M 0.07% +500.0 +1.4% $78.41 -0.7%
Page 8 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%