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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 47 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SUB ISHARES TR 1,907.0 $203K 0.01% NEW $106.70 -0.5%
922 DLR DIGITAL RLTY TR INC Real Estate 1,311.0 $203K 0.01% NEW $154.71 +20.4%
923 PPG PPG INDS INC Basic Materials 1,979.0 $203K 0.01% NEW $102.46 -0.7%
924 HAL HALLIBURTON CO Energy 7,174.0 $203K 0.01% NEW $28.26 +52.1%
925 VALE VALE S A Basic Materials 15,495.0 $202K 0.01% NEW $13.03 +22.9%
926 BME BLACKROCK HEALTH SCIENCES TR Financial Services 4,899.0 $201K 0.01% NEW $41.13 -4.5%
927 LQD ISHARES TR 1,819.0 $200K 0.01% NEW $110.19 -2.0%
928 NFG NATIONAL FUEL GAS CO Energy 2,496.0 $200K 0.01% NEW $80.06 +5.7%
929 GRID FIRST TR EXCHANGE TRADED FD 1,304.0 $200K 0.01% NEW $153.02 +23.2%
930 INNOVATOR ETFS TRUST 7,000.0 $199K 0.01% NEW $28.41
931 BKLN INVESCO EXCH TRADED FD TR II 9,449.0 $198K 0.01% NEW $21.00 -2.4%
932 RPG INVESCO EXCHANGE TRADED FD T 4,245.0 $198K 0.01% NEW $46.68 +21.3%
933 CDW CDW CORP Technology 1,450.0 $197K 0.01% NEW $136.20 -22.0%
934 CUK CARNIVAL PLC Consumer Cyclical 6,496.0 $197K 0.01% NEW $30.33 -9.4%
935 CNI CANADIAN NATL RY CO Industrials 1,992.0 $197K 0.01% NEW $98.85 +14.5%
936 AIG AMERICAN INTL GROUP INC Financial Services 2,286.0 $196K 0.01% NEW $85.53 -8.8%
937 RSPG INVESCO EXCHANGE TRADED FD T 2,450.0 $195K 0.01% NEW $79.58 +36.4%
938 CAVA CAVA GROUP INC Consumer Cyclical 3,320.0 $195K 0.01% NEW $58.69 +37.2%
939 DLTR DOLLAR TREE INC Consumer Defensive 1,577.0 $194K 0.01% NEW $123.01 -26.3%
940 EXPAND ENERGY CORPORATION 1,734.0 $191K 0.01% NEW $110.36
Page 47 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%