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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 9 of 33  ·  652 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWO ISHARES TR 9,297.0 $2.9M 0.07% +154.0 +1.7% $313.83 +17.3%
162 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,615.0 $2.8M 0.06% +636.0 +12.8% $491.50 -8.1%
163 HYG ISHARES TR 34,618.0 $2.8M 0.06% +27K +343.9% $79.56 +0.4%
164 COHR COHERENT CORP Technology 10,978.0 $2.6M 0.06% +89.0 +0.8% $238.21 +58.7%
165 PTMC PACER FDS TR 70,215.0 $2.6M 0.06% +902.0 +1.3% $36.57 +7.9%
166 T AT T INC Communication Services 86,876.0 $2.5M 0.06% +2K +2.4% $28.99 -14.0%
167 INTC INTEL CORP Technology 55,352.0 $2.4M 0.06% +5K +9.1% $44.13 +168.5%
168 XOP SPDR SER TR 13,333.0 $2.4M 0.06% +13K +5799.6% $181.83 -6.1%
169 FEGE RBB FUND TRUST 50,928.0 $2.4M 0.06% +18K +53.2% $47.00 +6.3%
170 GD GENERAL DYNAMICS CORP Industrials 6,891.0 $2.4M 0.06% +114.0 +1.7% $343.21 -1.3%
171 VBK VANGUARD INDEX FDS 7,716.0 $2.3M 0.05% +121.0 +1.6% $302.27 +13.7%
172 FIRST TR EXCHANGE TRADED FD 100,703.0 $2.3M 0.05% +28K +38.8% $22.95
173 IUSB ISHARES TR 49,775.0 $2.3M 0.05% +5K +11.2% $46.19 -0.8%
174 JIVE J P MORGAN EXCHANGE TRADED F 25,771.0 $2.2M 0.05% +7K +33.8% $85.64 +7.9%
175 MAIN MAIN STR CAP CORP Financial Services 41,575.0 $2.2M 0.05% +6K +18.2% $52.96 -3.7%
176 ISRG INTUITIVE SURGICAL INC Healthcare 4,678.0 $2.2M 0.05% +70.0 +1.5% $460.99 -4.6%
177 EPD ENTERPRISE PRODS PARTNERS L Energy 55,340.0 $2.1M 0.05% +495.0 +0.9% $37.84 +4.3%
178 BBIN J P MORGAN EXCHANGE TRADED F 28,361.0 $2.1M 0.05% +2K +6.5% $73.12 +7.1%
179 TIP ISHARES TR 18,180.0 $2.0M 0.05% +17K +1658.2% $110.36 +0.0%
180 FYC FIRST TR EXCHANGE TRADED ALP 20,549.0 $2.0M 0.05% +6K +41.8% $96.98 +17.2%
Page 9 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%