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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 -5.3%
2162 EPI WISDOMTREE TR — 100.0 $5K — NEW — $46.29 -11.7%
2163 KKR KKR CO INC — 36.0 $5K — NEW — $127.89 —
2164 FFIV F5 INC Technology 18.0 $5K — NEW — $255.28 +71.6%
2165 KOS KOSMOS ENERGY LTD Energy 4,986.0 $5K — NEW — $0.91 +183.5%
2166 MKTX MARKETAXESS HLDGS INC Financial Services 25.0 $5K — NEW — $181.24 -9.5%
2167 KEX KIRBY CORP Industrials 41.0 $5K — NEW — $110.17 +19.8%
2168 IDR IDAHO STRATEGIC RESOURCES Basic Materials 112.0 $5K — NEW — $40.30 -28.8%
2169 NTRS NORTHERN TR CORP Financial Services 33.0 $5K — NEW — $136.58 +26.6%
2170 BCS BARCLAYS PLC Financial Services 177.0 $5K — NEW — $25.45 -3.8%
2171 — RAMACO RES INC — 250.0 $4K — NEW — $18.00 —
2172 QOWZ INVESCO EXCH TRADED FD TR II — 125.0 $4K — NEW — $35.82 +0.5%
2173 PHM PULTE GROUP INC Consumer Cyclical 38.0 $4K — NEW — $117.50 +0.9%
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 -31.2%
2176 SSRM SSR MINING IN Basic Materials 200.0 $4K — NEW — $21.92 +54.8%
2177 SFL SFL CORPORATION LTD Industrials 557.0 $4K — NEW — $7.81 +67.2%
2178 IDNA ISHARES TR — 165.0 $4K — NEW — $26.22 +62.6%
2179 AYI ACUITY BRANDS INC Industrials 12.0 $4K — NEW — $360.00 -14.2%
2180 MRNA MODERNA INC Healthcare 146.0 $4K — NEW — $29.49 +589.9%
Page 109 of 123  ·  2,459 positions

① 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 27.3%
Technology 22.2%
Healthcare 9.9%
Industrials 9.8%
Energy 7.0%
Consumer Cyclical 6.8%
Communication Services 4.9%
Consumer Defensive 4.4%
Real Estate 3.3%
Utilities 3.0%