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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 31 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 REGN REGENERON PHARMACEUTICALS Healthcare 820.0 $633K 0.01% NEW $771.87 -18.4%
602 HYG ISHARES TR 7,798.0 $629K 0.01% NEW $80.63 -1.5%
603 EWX SPDR INDEX SHS FDS 9,575.0 $629K 0.01% NEW $65.66 +10.0%
604 QBTS D WAVE QUANTUM INC Technology 23,896.0 $625K 0.01% NEW $26.15 -27.1%
605 AAOI APPLIED OPTOELECTRONICS INC Technology 17,829.0 $622K 0.01% NEW $34.86 +391.5%
606 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 16,007.0 $620K 0.01% NEW $38.73 -12.4%
607 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,475.0 $619K 0.01% NEW $49.65 -12.4%
608 GBDC GOLUB CAP BDC INC Financial Services 45,385.0 $616K 0.01% NEW $13.57 -4.9%
609 AFRM AFFIRM HLDGS INC Technology 8,256.0 $614K 0.01% NEW $74.43 -12.3%
610 ICLN ISHARES TR 37,315.0 $613K 0.01% NEW $16.43 +27.8%
611 WMB WILLIAMS COS INC Energy 10,151.0 $610K 0.01% NEW $60.11 +29.2%
612 ALL ALLSTATE CORP Financial Services 2,913.0 $606K 0.01% NEW $208.18 +7.9%
613 DWLD DAVIS FUNDAMENTAL ETF TR 13,000.0 $606K 0.01% NEW $46.64 +1.1%
614 SCCO SOUTHERN COPPER CORP Basic Materials 4,224.0 $606K 0.01% NEW $143.47 +19.8%
615 CI THE CIGNA GROUP Healthcare 2,198.0 $605K 0.01% NEW $275.20 +5.8%
616 SHEL SHELL PLC Energy 8,210.0 $603K 0.01% NEW $73.48 +20.6%
617 MUB ISHARES TR 5,616.0 $602K 0.01% NEW $107.11 -1.3%
618 BBJP J P MORGAN EXCHANGE TRADED F 9,126.0 $601K 0.01% NEW $65.91 +11.5%
619 CVS CVS HEALTH CORP Healthcare 7,515.0 $596K 0.01% NEW $79.36 +21.0%
620 QDF FLEXSHARES TR 7,373.0 $596K 0.01% NEW $80.81 +7.8%
Page 31 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%