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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 5 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 654.0 $7K NEW $11.28 +1.2%
82 HYCROFT MINING HOLDING CORP 200.0 $7K NEW $35.20
83 LEU CENTRUS ENERGY CORP Energy 40.0 $7K NEW $173.60 +2.0%
84 DOMO DOMO INC Technology 2,117.0 $6K NEW $3.06 +17.0%
85 CLSE TRUST FOR PROFESSIONAL MANAG 229.0 $6K NEW $28.14 +17.2%
86 SATS ECHOSTAR CORP Technology 50.0 $6K NEW $117.08 +21.1%
87 TYL TYLER TECHNOLOGIES INC Technology 14.0 $5K NEW $342.36 -7.3%
88 ADC AGREE RLTY CORP Real Estate 61.0 $5K NEW $75.38 +0.4%
89 CBSH COMMERCE BANCSHARES INC Financial Services 90.0 $4K NEW $49.20 +6.1%
90 GWW GRAINGER W W INC Industrials 4.0 $4K NEW $1090.75 +13.6%
91 LUCKY STRIKE ENTERTAINMENT C 500.0 $4K NEW $8.32
92 PSIX POWER SOLUTIONS INTL INC Industrials 64.0 $4K NEW $60.88 -39.3%
93 VOYA VOYA FINANCIAL INC Financial Services 40.0 $3K NEW $68.33 +20.6%
94 AISP AIRSHIP AI HLDGS INC Technology 1,000.0 $2K NEW $2.26 +3.5%
95 SMRI EA SERIES TRUST 63.0 $2K NEW $35.38 +10.8%
96 KBWP INVESCO EXCH TRADED FD TR II 17.0 $2K NEW $119.00 +1.9%
97 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 88.0 $2K NEW $22.36 +7.5%
98 WDS WOODSIDE ENERGY GROUP LTD Energy 72.0 $2K NEW $23.88 -4.7%
99 WGMI VALKYRIE ETF TRUST II 46.0 $2K NEW $34.83 +76.9%
100 COMB GRANITESHARES ETF TR 55.0 $1K NEW $26.27 +3.2%
Page 5 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%