Portfolio (Quarterly)
Guide ↗
Geneos Wealth Management Inc.
· CIK 0001764754| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | LQDB | ISHARES TR | — | 8 | $697.0 | — | SOLD |
| 102 | IPWR | IDEAL PWR INC | Industrials | 210 | $649.0 | — | SOLD |
| 103 | JMIA | JUMIA TECHNOLOGIES AG | Consumer Cyclical | 50 | $625.0 | — | SOLD |
| 104 | HYGH | ISHARES U S ETF TR | — | 7 | $603.0 | — | SOLD |
| 105 | NEO | NEOGENOMICS INC | Healthcare | 50 | $588.0 | — | SOLD |
| 106 | MNKD | MANNKIND CORP | Healthcare | 100 | $567.0 | — | SOLD |
| 107 | DOX | AMDOCS LTD | Technology | 7 | $564.0 | — | SOLD |
| 108 | MEDP | MEDPACE HLDGS INC | Healthcare | 1 | $562.0 | — | SOLD |
| 109 | ESS | ESSEX PPTY TR INC | Real Estate | 2 | $523.0 | — | SOLD |
| 110 | ANF | ABERCROMBIE FITCH CO | Consumer Cyclical | 4 | $503.0 | — | SOLD |
Sector Allocation
Financial Services
26.4%
Technology
19.6%
Industrials
12.0%
Healthcare
9.4%
Energy
9.2%
Consumer Cyclical
6.0%
Consumer Defensive
4.8%
Communication Services
4.4%
Utilities
3.6%
Real Estate
3.1%