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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 81 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 HNDL STRATEGY SHS 1,300.0 $29K 0.00% NEW $22.02 +3.5%
1602 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 2,330.0 $29K 0.00% NEW $12.26 -7.1%
1603 XOP SPDR SER TR 226.0 $29K 0.00% NEW $126.26 +35.2%
1604 QLTY 2023 ETF SERIES TRUST II 741.0 $29K 0.00% NEW $38.48 +5.9%
1605 STLA STELLANTIS N V Consumer Cyclical 2,605.0 $28K 0.00% NEW $10.89 -30.8%
1606 WINA WINMARK CORP Consumer Cyclical 70.0 $28K 0.00% NEW $404.94 -11.2%
1607 DPZ DOMINOS PIZZA INC Consumer Cyclical 68.0 $28K 0.00% NEW $416.82 -24.1%
1608 FLDR FIDELITY MERRIMACK STR TR 564.0 $28K 0.00% NEW $50.24 -0.2%
1609 OLN OLIN CORP Basic Materials 1,350.0 $28K 0.00% NEW $20.83 +24.9%
1610 SCHC SCHWAB STRATEGIC TR 616.0 $28K 0.00% NEW $45.53 +10.3%
1611 FCVT FIRST TR EXCHANGE TRADED FD 650.0 $28K 0.00% NEW $43.03 +20.2%
1612 AN AUTONATION INC Consumer Cyclical 135.0 $28K 0.00% NEW $206.48 -9.7%
1613 CGCV CAPITAL GROUP CONSERVATIVE E 912.0 $28K 0.00% NEW $30.49 +4.9%
1614 TSN TYSON FOODS INC Consumer Defensive 472.0 $28K 0.00% NEW $58.62 +13.5%
1615 EMQQ EXCHANGE TRADED CONCEPTS TRU 685.0 $28K 0.00% NEW $40.36 -18.5%
1616 FAB FIRST TR MULTI CP VAL ALPHA 310.0 $28K 0.00% NEW $89.15 +9.3%
1617 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 4,926.0 $28K 0.00% NEW $5.60 +1.8%
1618 IGHG PROSHARES TR 350.0 $27K 0.00% NEW $78.42 +0.3%
1619 RACE FERRARI N V Consumer Cyclical 74.0 $27K 0.00% NEW $369.55 -7.5%
1620 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 450.0 $27K 0.00% NEW $60.61 +4.0%
Page 81 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%