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Portfolio (Quarterly) Guide ↗

Geneos Wealth Management Inc.

· CIK 0001764754
13F Portfolio $4.1B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2459 New
Page 104 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 FBNC FIRST BANCORP N C Financial Services 137.0 $7K NEW $50.79 +15.5%
2062 VOD VODAFONE GROUP PLC NEW Communication Services 525.0 $7K NEW $13.21 +13.6%
2063 JSMD JANUS DETROIT STR TR 85.0 $7K NEW $81.56 +9.3%
2064 SEIC SEI INVTS CO Financial Services 84.0 $7K NEW $82.02 +12.2%
2065 ALRM ALARM COM HLDGS INC Technology 135.0 $7K NEW $51.02 -14.8%
2066 SCHO SCHWAB STRATEGIC TR 280.0 $7K NEW $24.37 -1.1%
2067 MCCORMICK CO INC 100.0 $7K NEW $68.01
2068 LYFT LYFT INC Technology 350.0 $7K NEW $19.37 -31.0%
2069 STRA STRATEGIC ED INC Consumer Defensive 84.0 $7K NEW $80.20 +1.0%
2070 TYA SIMPLIFY EXCHANGE TRADED FUN 496.0 $7K NEW $13.50 -8.6%
2071 MBC MASTERBRAND INC Consumer Cyclical 604.0 $7K NEW $11.04 -36.1%
2072 DNN DENISON MINES CORP Energy 2,500.0 $7K NEW $2.66 +22.2%
2073 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 405.0 $7K NEW $16.36 +43.7%
2074 NVAX NOVAVAX INC Healthcare 984.0 $7K NEW $6.72 +34.8%
2075 VLTO VERALTO CORP Industrials 66.0 $7K NEW $99.77 -13.1%
2076 SCHK SCHWAB STRATEGIC TR 200.0 $7K NEW $32.80 +7.4%
2077 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 450.0 $7K NEW $14.54 -4.5%
2078 BIT BLACKROCK MULTI SECTOR INC T Financial Services 500.0 $7K NEW $13.06 -6.5%
2079 SNAP SNAP INC Communication Services 804.0 $6K NEW $8.07 -29.7%
2080 GRAB GRAB HOLDINGS LIMITED Technology 1,300.0 $6K NEW $4.99 -29.1%
Page 104 of 123  ·  2,459 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 26.7%
Technology 21.8%
Industrials 9.6%
Healthcare 9.6%
Energy 7.0%
Communication Services 6.7%
Consumer Cyclical 6.6%
Consumer Defensive 4.3%
Real Estate 3.2%
Utilities 3.0%