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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 88 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 STOT SSGA ACTIVE TR 400.0 $19K NEW $47.28 -0.7%
1742 BBAI BIGBEAR AI HLDGS INC Technology 3,500.0 $19K NEW $5.40 -24.6%
1743 EXK ENDEAVOUR SILVER CORP Basic Materials 2,000.0 $19K NEW $9.40 -2.9%
1744 HQY HEALTHEQUITY INC Healthcare 205.0 $19K NEW $91.61 -5.5%
1745 FIRST TR EXCHNG TRADED FD VI 750.0 $19K NEW $25.04
1746 CAG CONAGRA BRANDS INC Consumer Defensive 1,080.0 $19K NEW $17.31 -22.9%
1747 THEMES ETF TR 450.0 $19K NEW $41.53
1748 FAN FIRST TR EXCHANGE TRADED FD 911.0 $19K NEW $20.47 +26.1%
1749 ETHW BITWISE ETHEREUM ETF Financial Services 876.0 $19K NEW $21.27 -28.8%
1750 AFIF TWO RDS SHARED TR 1,978.0 $19K NEW $9.41 -0.5%
1751 EGP EASTGROUP PPTYS INC Real Estate 104.0 $19K NEW $178.82 +13.4%
1752 CNP CENTERPOINT ENERGY INC Utilities 485.0 $19K NEW $38.30 +9.4%
1753 BNDW VANGUARD SCOTTSDALE FDS 270.0 $19K NEW $68.74 -1.5%
1754 CQQQ INVESCO EXCH TRADED FD TR II 357.0 $19K NEW $51.94 -0.1%
1755 VAW VANGUARD WORLD FD 89.0 $18K NEW $207.55 +7.7%
1756 ES EVERSOURCE ENERGY Utilities 274.0 $18K NEW $67.33 +2.2%
1757 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 205.0 $18K NEW $89.92 -6.2%
1758 OZK BANK OZK LITTLE ROCK ARK Financial Services 400.0 $18K NEW $46.02 +3.6%
1759 NOW SERVICENOW INC Technology 120.0 $18K NEW $153.19 -35.4%
1760 GLPI GAMING LEISURE PPTYS INC Real Estate 411.0 $18K NEW $44.69 +5.7%
Page 88 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%