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Portfolio (Quarterly) Guide ↗

Geneos Wealth Management Inc.

· CIK 0001764754
13F Portfolio $4.3B AUM 2,465 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New 652 Added 609 Reduced 110 Exited
Page 4 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ONTO ONTO INNOVATION INC Technology 103.0 $21K NEW $205.07 +27.5%
62 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 250.0 $20K NEW $80.94 +0.5%
63 CORZ CORE SCIENTIFIC INC NEW Technology 1,268.0 $19K NEW $14.96 +65.9%
64 MZTI LANCASTER COLONY CORP Consumer Defensive 135.0 $19K NEW $138.33 -18.5%
65 ONDS ONDAS HLDGS INC Technology 1,987.0 $18K NEW $9.04 +1.6%
66 SGDJ SPROTT ETF TRUST 200.0 $17K NEW $86.08 -1.1%
67 WCMI FIRST TR EXCHANGE TRADED FD 850.0 $14K NEW $16.77 +13.1%
68 SNDA SONIDA SENIOR LIVING INC Healthcare 429.0 $14K NEW $32.25 +13.6%
69 TSEM TOWER SEMICONDUCTOR LTD Technology 75.0 $13K NEW $175.48 +50.7%
70 VCEL VERICEL CORP Healthcare 397.0 $13K NEW $32.17 +10.0%
71 SILJ AMPLIFY ETF TR 400.0 $12K NEW $29.72 -1.7%
72 RYN RAYONIER INC Real Estate 509.0 $10K NEW $20.62 -1.9%
73 LECO LINCOLN ELEC HLDGS INC Industrials 40.0 $10K NEW $249.07 +4.4%
74 CAPR CAPRICOR THERAPEUTICS INC Healthcare 300.0 $9K NEW $30.40 -2.7%
75 GILT GILAT SATELLITE NETWORKS LTD Technology 562.0 $8K NEW $15.02 +2.3%
76 ASM AVINO SILVER GOLD MINES LT Basic Materials 1,300.0 $8K NEW $6.32 +5.2%
77 CNH INDL N V 742.0 $8K NEW $11.00
78 TEMA ETF TRUST 226.0 $8K NEW $34.24
79 ETSY INC 150.0 $7K NEW $49.98
80 EUAD SPINNAKER ETF SERIES 182.0 $7K NEW $40.74 -2.3%
Page 4 of 6  ·  116 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 25.9%
Technology 19.2%
Industrials 11.7%
Healthcare 9.2%
Energy 9.2%
Communication Services 5.9%
Consumer Cyclical 5.9%
Consumer Defensive 4.7%
Utilities 3.5%
Real Estate 3.1%