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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 22 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 OKLO OKLO INC Utilities 19,525.0 $1.4M 0.03% NEW $71.76 -13.3%
422 ZS ZSCALER INC Technology 6,218.0 $1.4M 0.03% NEW $224.92 -28.4%
423 FYC FIRST TR EXCHANGE TRADED ALP 14,495.0 $1.4M 0.03% NEW $96.12 +15.6%
424 BBUS J P MORGAN EXCHANGE TRADED F 11,258.0 $1.4M 0.03% NEW $123.31 +7.9%
425 TRV TRAVELERS COMPANIES INC Financial Services 4,749.0 $1.4M 0.03% NEW $290.08 +3.3%
426 XLV SELECT SECTOR SPDR TR 8,873.0 $1.4M 0.03% NEW $154.79 -5.9%
427 KNG FIRST TR EXCHANGE TRADED FD 27,905.0 $1.4M 0.03% NEW $49.15 -1.0%
428 IYK ISHARES TR 20,447.0 $1.4M 0.03% NEW $66.92 +8.9%
429 PAMC PACER FDS TR 29,321.0 $1.4M 0.03% NEW $46.60 +12.4%
430 SDVY FIRST TR EXCHANGE TRADED FD 35,561.0 $1.4M 0.03% NEW $38.32 +7.2%
431 VOT VANGUARD INDEX FDS 4,811.0 $1.3M 0.03% NEW $279.14 +1.8%
432 COWG PACER FDS TR 37,906.0 $1.3M 0.03% NEW $35.21 +5.4%
433 SYLD CAMBRIA ETF TR 19,076.0 $1.3M 0.03% NEW $69.52 +11.8%
434 VO VANGUARD INDEX FDS 4,569.0 $1.3M 0.03% NEW $290.23 -73.6%
435 WPM WHEATON PRECIOUS METALS CORP Basic Materials 11,279.0 $1.3M 0.03% NEW $117.52 +11.0%
436 ALAB ASTERA LABS INC Technology 7,851.0 $1.3M 0.03% NEW $166.36 +29.6%
437 BBLU EA SERIES TRUST 85,284.0 $1.3M 0.03% NEW $15.26 +7.6%
438 USB US BANCORP DEL Financial Services 24,299.0 $1.3M 0.03% NEW $53.36 -0.5%
439 SCZ ISHARES TR 16,526.0 $1.3M 0.03% NEW $77.53 +9.1%
440 MOD MODINE MFG CO Consumer Cyclical 9,575.0 $1.3M 0.03% NEW $133.51 +103.2%
Page 22 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%