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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 98 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 EIPI FIRST TR EXCHNG TRADED FD VI 541.0 $11K NEW $19.87 +14.4%
1942 MMT MFS MULTIMARKET INCOME TR Financial Services 2,308.0 $11K NEW $4.65 -4.4%
1943 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 5.0 $11K NEW $2146.20 -8.4%
1944 CVY INVESCO EXCHANGE TRADED FD T 400.0 $11K NEW $26.81 +7.1%
1945 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 625.0 $11K NEW $17.11 -5.0%
1946 LENNAR CORP 112.0 $11K NEW $95.12
1947 CBOE CBOE GLOBAL MKTS INC Financial Services 42.0 $11K NEW $251.00 +44.5%
1948 HLN HALEON PLC Healthcare 1,039.0 $11K NEW $10.11 -8.2%
1949 BHK BLACKROCK CORE BD TR Financial Services 1,094.0 $10K NEW $9.59 -8.3%
1950 HIW HIGHWOODS PPTYS INC Real Estate 406.0 $10K NEW $25.82 -2.5%
1951 UYG PROSHARES TR 114.0 $10K NEW $91.86 -15.6%
1952 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 126.0 $10K NEW $83.00 -39.3%
1953 FELG FIDELITY COVINGTON TRUST 250.0 $10K NEW $41.70 +5.3%
1954 CMS CMS ENERGY CORP Utilities 149.0 $10K NEW $69.93 +4.5%
1955 AROC ARCHROCK INC Energy 400.0 $10K NEW $26.02 +44.4%
1956 PB PROSPERITY BANCSHARES INC Financial Services 150.0 $10K NEW $69.11 -0.4%
1957 ALEXANDER BALDWIN INC NEW 500.0 $10K NEW $20.64
1958 RSPM INVESCO EXCHANGE TRADED FD T 300.0 $10K NEW $34.08 +11.1%
1959 IIPR INNOVATIVE INDL PPTYS INC Real Estate 215.0 $10K NEW $47.36 +17.4%
1960 LOANDEPOT INC 4,915.0 $10K NEW $2.07
Page 98 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%