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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 11 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CIEN CIENA CORP Technology 2,890.0 $1.1M 0.03% -900.0 -23.8% $388.23 +51.3%
202 DAPP VANECK ETF TRUST 75,000.0 $1.1M 0.03% -25K -24.7% $14.92 +44.3%
203 CME CME GROUP INC Financial Services 3,735.0 $1.1M 0.03% -249.0 -6.2% $295.31 -2.0%
204 BBLU EA SERIES TRUST 74,459.0 $1.1M 0.03% -11K -12.7% $14.76 +12.0%
205 SBUX STARBUCKS CORP Consumer Cyclical 12,263.0 $1.1M 0.03% -999.0 -7.5% $89.59 +18.9%
206 LMT LOCKHEED MARTIN CORP Industrials 1,801.0 $1.1M 0.03% -106.0 -5.6% $604.54 -13.5%
207 IWY ISHARES TR 4,367.0 $1.1M 0.03% -18K -80.0% $248.86 +17.7%
208 PFXF VANECK ETF TRUST 60,275.0 $1.1M 0.03% -6K -9.6% $17.54 +5.1%
209 SPGP INVESCO EXCHANGE TRADED FD T 9,807.0 $1.1M 0.02% -12K -55.4% $107.62 +9.4%
210 FYLD CAMBRIA ETF TR 28,259.0 $1.1M 0.02% -5K -14.1% $37.34 +4.0%
211 SMH VANECK ETF TRUST 2,691.0 $1.0M 0.02% -175.0 -6.1% $383.41 +48.0%
212 XLRE SELECT SECTOR SPDR TR 25,250.0 $1.0M 0.02% -1K -4.5% $40.83 +9.0%
213 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 34,157.0 $1.0M 0.02% -1K -3.9% $30.12 +13.9%
214 ITW ILLINOIS TOOL WKS INC Industrials 3,911.0 $1.0M 0.02% -121.0 -3.0% $260.26 -4.0%
215 EWZ ISHARES INC 26,080.0 $1.0M 0.02% -500.0 -1.9% $38.39 -3.6%
216 SILA SILA REALTY TRUST INC Real Estate 41,517.0 $983K 0.02% -592.0 -1.4% $23.68 +27.7%
217 FXH FIRST TR EXCHANGE TRADED FD 8,884.0 $975K 0.02% -2K -14.4% $109.77 +4.2%
218 WELL WELLTOWER INC Real Estate 4,921.0 $973K 0.02% -161.0 -3.2% $197.70 +10.6%
219 SPIP SPDR SER TR 36,936.0 $961K 0.02% -850.0 -2.2% $26.01 -0.5%
220 BN BROOKFIELD CORP Financial Services 23,107.0 $935K 0.02% -382.0 -1.6% $40.47 +12.3%
Page 11 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%