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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 6 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GOCT FIRST TR EXCHNG TRADED FD VI 35.0 $1K NEW $38.63 +6.4%
102 AVMV AMERICAN CENTY ETF TR 17.0 $1K NEW $74.18 +5.6%
103 FXI ISHARES TR 35.0 $1K NEW $35.91 -0.1%
104 TE FREYR BATTERY INC Industrials 257.0 $1K NEW $4.39 +98.2%
105 SSSS SURO CAPITAL CORP Financial Services 100.0 $1K NEW $10.71 +26.1%
106 RYZ RYERSON HLDG CORP Consumer Defensive 44.0 $989.0 NEW $22.48 +11.8%
107 DSEP FIRST TR EXCHNG TRADED FD VI 22.0 $967.0 NEW $43.95 +6.9%
108 MRSK NORTHERN LIGHTS FD TR 27.0 $954.0 NEW $35.33 +7.7%
109 GSEP FIRST TR EXCHNG TRADED FD VI 25.0 $953.0 NEW $38.12 +6.4%
110 RDW REDWIRE CORPORATION Industrials 100.0 $850.0 NEW $8.50 +73.8%
111 DISC MEDICINE INC 13.0 $831.0 NEW $63.92
112 FFLC FIDELITY COVINGTON TRUST 15.0 $769.0 NEW $51.27 +13.4%
113 FSLY FASTLY INC Technology 25.0 $727.0 NEW $29.08 -43.6%
114 ATI ATI INC Industrials 4.0 $582.0 NEW $145.50 +10.2%
115 ARW ARROW ELECTRS INC Technology 4.0 $574.0 NEW $143.50 +48.3%
116 FCPT FOUR CORNERS PPTY TR INC Real Estate 24.0 $568.0 NEW $23.67 +5.6%
Page 6 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%