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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 109 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 28.0 $5K NEW $166.00 +7.2%
2162 EPI WISDOMTREE TR 100.0 $5K NEW $46.29 -10.6%
2163 KKR KKR CO INC Financial Services 36.0 $5K NEW $127.89 -25.0%
2164 FFIV F5 INC Technology 18.0 $5K NEW $255.28 +48.8%
2165 KOS KOSMOS ENERGY LTD Energy 4,986.0 $5K NEW $0.91 +255.0%
2166 MKTX MARKETAXESS HLDGS INC Financial Services 25.0 $5K NEW $181.24 -22.1%
2167 KEX KIRBY CORP Industrials 41.0 $5K NEW $110.17 +33.1%
2168 IDR IDAHO STRATEGIC RESOURCES Basic Materials 112.0 $5K NEW $40.30 -9.0%
2169 NTRS NORTHERN TR CORP Financial Services 33.0 $5K NEW $136.58 +21.0%
2170 BCS BARCLAYS PLC Financial Services 177.0 $5K NEW $25.45 -11.1%
2171 RAMACO RES INC 250.0 $4K NEW $18.00
2172 QOWZ INVESCO EXCH TRADED FD TR II 125.0 $4K NEW $35.82 -5.9%
2173 PHM PULTE GROUP INC Consumer Cyclical 38.0 $4K NEW $117.50 -4.9%
2174 AGNG GLOBAL X FDS 124.0 $4K NEW $35.90 -2.2%
2175 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 168.0 $4K NEW $26.37 -41.7%
2176 SSRM SSR MINING IN Basic Materials 200.0 $4K NEW $21.92 +40.1%
2177 SFL SFL CORPORATION LTD Industrials 557.0 $4K NEW $7.81 +60.2%
2178 IDNA ISHARES TR 165.0 $4K NEW $26.22 +8.4%
2179 AYI ACUITY BRANDS INC Industrials 12.0 $4K NEW $360.00 -24.4%
2180 MRNA MODERNA INC Healthcare 146.0 $4K NEW $29.49 +63.1%
Page 109 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%