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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 70 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 BLDR BUILDERS FIRSTSOURCE INC Industrials 500.0 $51K 0.00% NEW $102.89 -28.2%
1382 PII POLARIS INC Consumer Cyclical 809.0 $51K 0.00% NEW $63.23 -0.3%
1383 SCHZ SCHWAB STRATEGIC TR 2,188.0 $51K 0.00% NEW $23.37 -1.6%
1384 PEY INVESCO EXCHANGE TRADED FD T 2,502.0 $51K 0.00% NEW $20.39 +8.2%
1385 J P MORGAN EXCHANGE TRADED F 410.0 $51K 0.00% NEW $123.95
1386 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 1,173.0 $51K 0.00% NEW $43.30 +61.8%
1387 NBSD NEUBERGER BERMAN ETF TRUST 991.0 $51K 0.00% NEW $51.17 -0.8%
1388 HPQ HP INC Technology 2,273.0 $51K 0.00% NEW $22.28 -1.7%
1389 GJUL FIRST TR EXCHNG TRADED FD VI 1,225.0 $51K 0.00% NEW $41.33 +4.2%
1390 PSTG PURE STORAGE INC Technology 755.0 $51K 0.00% NEW $67.01 +25.1%
1391 EWU ISHARES TR 1,150.0 $51K 0.00% NEW $43.98 +7.6%
1392 LGCF THEMES ETF TR 1,480.0 $50K 0.00% NEW $34.07 +3.8%
1393 ARGT GLOBAL X FDS 550.0 $50K 0.00% NEW $91.41 +0.7%
1394 VGLT VANGUARD SCOTTSDALE FDS 897.0 $50K 0.00% NEW $55.82 -3.4%
1395 DFAS DIMENSIONAL ETF TRUST 718.0 $50K 0.00% NEW $69.67 +10.3%
1396 XAIX DBX ETF TR 1,165.0 $50K 0.00% NEW $42.90 +25.9%
1397 CE CELANESE CORP DEL Basic Materials 1,181.0 $50K 0.00% NEW $42.28 +25.1%
1398 CLOU GLOBAL X FDS 2,200.0 $50K 0.00% NEW $22.62 -0.5%
1399 WST WEST PHARMACEUTICAL SVSC INC Healthcare 180.0 $50K 0.00% NEW $275.14 +11.0%
1400 SCHR SCHWAB STRATEGIC TR 1,965.0 $49K 0.00% NEW $25.08 -2.0%
Page 70 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%