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Portfolio (Quarterly) Guide ↗

Geneos Wealth Management Inc.

· CIK 0001764754
13F Portfolio $4.3B AUM 2,465 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New 652 Added 609 Reduced 110 Exited
Page 10 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BAC BANK AMERICA CORP Financial Services 27,508.0 $1.3M 0.03% -12K -30.4% $48.75 +5.6%
182 ABNB AIRBNB INC Consumer Cyclical 10,537.0 $1.3M 0.03% -622.0 -5.6% $126.28 +6.3%
183 MGK VANGUARD WORLD FD 3,591.0 $1.3M 0.03% -2K -35.6% $367.39 -75.8%
184 SDY SPDR SER TR 8,841.0 $1.3M 0.03% -58.0 -0.7% $145.94 +1.9%
185 KNG FIRST TR EXCHANGE TRADED FD 26,477.0 $1.3M 0.03% -1K -5.1% $48.71 -0.5%
186 ORI OLD REP INTL CORP Financial Services 32,287.0 $1.3M 0.03% -1K -3.1% $39.90 -0.6%
187 ADI ANALOG DEVICES INC Technology 3,983.0 $1.3M 0.03% -118.0 -2.9% $318.12 +20.8%
188 IQVIA HLDGS INC 7,427.0 $1.3M 0.03% -424.0 -5.4% $170.54
189 BILS SPDR SER TR 12,667.0 $1.3M 0.03% -145.0 -1.1% $99.44 -0.1%
190 XLV SELECT SECTOR SPDR TR 8,465.0 $1.2M 0.03% -408.0 -4.6% $146.61 +1.1%
191 BBUS J P MORGAN EXCHANGE TRADED F 10,525.0 $1.2M 0.03% -733.0 -6.5% $117.18 +14.2%
192 VMBS VANGUARD SCOTTSDALE FDS 25,586.0 $1.2M 0.03% -361.0 -1.4% $46.95 -1.0%
193 CNQ CANADIAN NAT RES LTD Energy 24,644.0 $1.2M 0.03% -2K -7.5% $48.73 -0.1%
194 SYY SYSCO CORP Consumer Defensive 16,753.0 $1.2M 0.03% -504.0 -2.9% $71.33 +5.8%
195 FTC FIRST TRUST LRGCP GWT ALPHAD 7,725.0 $1.2M 0.03% -150.0 -1.9% $154.15 +15.1%
196 BLK BLACKROCK INC Financial Services 1,200.0 $1.2M 0.03% -137.0 -10.2% $961.71 +10.6%
197 OKTA OKTA INC Technology 14,624.0 $1.2M 0.03% -2K -11.2% $78.71 +13.6%
198 ED CONSOLIDATED EDISON INC Utilities 10,116.0 $1.1M 0.03% -214.0 -2.1% $113.17 -5.1%
199 BK BANK NEW YORK MELLON CORP Financial Services 9,574.0 $1.1M 0.03% -255.0 -2.6% $118.63 +17.2%
200 IOO ISHARES TR 9,325.0 $1.1M 0.03% -3K -24.5% $120.97 +17.2%
Page 10 of 31  ·  609 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 25.9%
Technology 19.2%
Industrials 11.7%
Healthcare 9.2%
Energy 9.2%
Communication Services 5.9%
Consumer Cyclical 5.9%
Consumer Defensive 4.7%
Utilities 3.5%
Real Estate 3.1%