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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 8 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 J P MORGAN EXCHANGE TRADED F 148,222.0 $7.5M 0.18% NEW $50.59
142 FORTINET INC 93,635.0 $7.4M 0.18% NEW $79.41
143 BKMC BNY MELLON ETF TRUST 68,205.0 $7.4M 0.18% NEW $108.94 +6.4%
144 JAVA J P MORGAN EXCHANGE TRADED F 102,137.0 $7.3M 0.18% NEW $71.72 +5.3%
145 XLF SELECT SECTOR SPDR TR 129,268.0 $7.1M 0.17% NEW $54.77 -6.6%
146 ACN ACCENTURE PLC IRELAND Technology 26,177.0 $7.0M 0.17% NEW $268.30 -37.1%
147 ELV ELEVANCE HEALTH INC Healthcare 20,021.0 $7.0M 0.17% NEW $350.55 +13.2%
148 AJG GALLAGHER ARTHUR J CO Financial Services 26,876.0 $7.0M 0.17% NEW $258.79 -22.7%
149 JCI JOHNSON CTLS INTL PLC Industrials 57,235.0 $6.9M 0.17% NEW $119.75 +20.1%
150 IBM INTERNATIONAL BUSINESS MACHS Technology 22,661.0 $6.7M 0.16% NEW $296.21 -26.3%
151 FPEI FIRST TR EXCH TRADED FD III 339,397.0 $6.6M 0.16% NEW $19.39 -0.9%
152 PHYS SPROTT PHYSICAL GOLD TR Financial Services 198,049.0 $6.5M 0.16% NEW $33.02 +4.2%
153 DGRO ISHARES TR 93,531.0 $6.5M 0.16% NEW $69.42 +5.7%
154 DHR DANAHER CORPORATION Healthcare 28,266.0 $6.5M 0.16% NEW $228.92 -28.1%
155 FLTR VANECK ETF TRUST 253,247.0 $6.5M 0.16% NEW $25.48 +0.2%
156 MDT MEDTRONIC PLC Healthcare 66,926.0 $6.4M 0.16% NEW $96.06 -19.9%
157 VFMF VANGUARD WELLINGTON FD 42,641.0 $6.4M 0.16% NEW $150.72 +10.7%
158 XLK SELECT SECTOR SPDR TR 44,201.0 $6.4M 0.16% NEW $143.97 +22.5%
159 JBBB JANUS DETROIT STR TR 132,941.0 $6.3M 0.15% NEW $47.70 -0.7%
160 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 20,824.0 $6.3M 0.15% NEW $303.89 +37.5%
Page 8 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%