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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 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 AIZ ASSURANT INC Financial Services 22 $5K SOLD
62 UTZ UTZ BRANDS INC Consumer Defensive 500 $5K SOLD
63 ASB ASSOCIATED BANC CORP Financial Services 200 $5K SOLD
64 HILLENBRAND INC 160 $5K SOLD
65 ENSG ENSIGN GROUP INC Healthcare 29 $5K SOLD
66 SMG SCOTTS MIRACLE GRO CO Basic Materials 85 $5K SOLD
67 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 241 $5K SOLD
68 MKTX MARKETAXESS HLDGS INC Financial Services 25 $5K SOLD
69 AYI ACUITY BRANDS INC Industrials 12 $4K SOLD
70 RPRX ROYALTY PHARMA PLC Healthcare 104 $4K SOLD
71 CPA COPA HOLDINGS SA Industrials 33 $4K SOLD
72 G GENPACT LIMITED Technology 83 $4K SOLD
73 VIOG VANGUARD ADMIRAL FDS INC 32 $4K SOLD
74 SYNCHRONOSS TECHNOLOGIES INC 452 $4K SOLD
75 OSIS OSI SYSTEMS INC Technology 15 $4K SOLD
76 IGOV ISHARES TR 88 $4K SOLD
77 JHG JANUS HENDERSON GROUP PLC Financial Services 74 $4K SOLD
78 RF REGIONS FINANCIAL CORP NEW Financial Services 129 $3K SOLD
79 XT ISHARES TR 50 $3K SOLD
80 AMCOR PLC 405 $3K SOLD
Page 4 of 6  ·  110 positions
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%