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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 12 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MCK MCKESSON CORP Healthcare 1,076.0 $931K 0.02% -56.0 -5.0% $865.51 -11.4%
222 SYLD CAMBRIA ETF TR 12,345.0 $931K 0.02% -7K -35.3% $75.41 +3.8%
223 KNTK KINETIK HOLDINGS INC Energy 19,006.0 $920K 0.02% -3K -12.3% $48.41 +3.6%
224 ARCC ARES CAPITAL CORP Financial Services 50,354.0 $907K 0.02% -5K -9.8% $18.02 +4.0%
225 GDXJ VANECK ETF TRUST 7,327.0 $879K 0.02% -6K -46.9% $120.03 -6.5%
226 CEG CONSTELLATION ENERGY CORP Utilities 3,131.0 $874K 0.02% -129.0 -4.0% $279.27 +2.3%
227 SPLB SPDR SER TR 39,163.0 $870K 0.02% -274.0 -0.7% $22.22 -0.6%
228 XLI SELECT SECTOR SPDR TR 5,328.0 $862K 0.02% -12K -69.6% $161.72 +5.4%
229 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 9,147.0 $859K 0.02% -4K -29.1% $93.87 +106.0%
230 ZS ZSCALER INC Technology 6,070.0 $852K 0.02% -148.0 -2.4% $140.29 +24.3%
231 BBAG J P MORGAN EXCHANGE TRADED F 17,994.0 $831K 0.02% -4K -17.1% $46.16 -1.2%
232 SCHB SCHWAB STRATEGIC TR 32,553.0 $817K 0.02% -2K -4.5% $25.10 +13.9%
233 VGT VANGUARD WORLD FD 1,156.0 $807K 0.02% -197.0 -14.6% $697.99 -83.6%
234 HALO HALOZYME THERAPEUTICS INC Healthcare 12,399.0 $801K 0.02% -100.0 -0.8% $64.63 +6.0%
235 IWX ISHARES TR 8,597.0 $797K 0.02% -617.0 -6.7% $92.67 +10.5%
236 HOOD ROBINHOOD MKTS INC Financial Services 11,450.0 $793K 0.02% -2K -12.6% $69.30 +9.6%
237 DWAS INVESCO EXCH TRADED FD TR II 8,049.0 $793K 0.02% -372.0 -4.4% $98.47 +15.0%
238 ARKB ARK 21SHARES BITCOIN ETF Financial Services 34,158.0 $768K 0.02% -7K -16.5% $22.49 +14.5%
239 HYEM VANECK ETF TRUST 38,727.0 $764K 0.02% -6K -12.7% $19.73 +1.3%
240 PCEF INVESCO EXCH TRADED FD TR II 40,595.0 $764K 0.02% -5K -11.8% $18.82 +5.7%
Page 12 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%