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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 14 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GMAY FIRST TR EXCHNG TRADED FD VI 15,500.0 $636K 0.01% -750.0 -4.6% $41.06 +4.2%
262 ARKK ARK ETF TR 8,997.0 $608K 0.01% -2K -16.2% $67.59 +13.4%
263 FLQL FRANKLIN TEMPLETON ETF TR 8,909.0 $603K 0.01% -523.0 -5.5% $67.64 +13.4%
264 IYH ISHARES TR 9,755.0 $601K 0.01% -562.0 -5.5% $61.64 +1.1%
265 PECO PHILLIPS EDISON CO INC Real Estate 16,067.0 $601K 0.01% -299.0 -1.8% $37.42 +8.3%
266 NOC NORTHROP GRUMMAN CORP Industrials 873.0 $596K 0.01% -72.0 -7.6% $682.24 -19.2%
267 CI THE CIGNA GROUP Healthcare 2,182.0 $582K 0.01% -16.0 -0.7% $266.76 +5.7%
268 QBIG INVESCO ACTIVELY MANAGED EXC 16,794.0 $572K 0.01% -767.0 -4.4% $34.07 +23.7%
269 GBDC GOLUB CAP BDC INC Financial Services 45,071.0 $571K 0.01% -314.0 -0.7% $12.66 +2.4%
270 MDLZ MONDELEZ INTL INC Consumer Defensive 9,847.0 $568K 0.01% -68.0 -0.7% $57.64 +6.7%
271 REGL PROSHARES TR 6,455.0 $558K 0.01% -411.0 -6.0% $86.41 +2.3%
272 ECL ECOLAB INC Basic Materials 2,080.0 $553K 0.01% -156.0 -7.0% $266.01 -6.0%
273 KLAC KLA CORP Technology 371.0 $546K 0.01% -41.0 -9.9% $1472.41 +25.1%
274 HDV ISHARES TR 4,024.0 $546K 0.01% -82.0 -2.0% $135.72 -79.6%
275 ADSK AUTODESK INC Technology 2,261.0 $541K 0.01% -152.0 -6.3% $239.40 +0.3%
276 BTI BRITISH AMERN TOB PLC Consumer Defensive 9,209.0 $538K 0.01% -363.0 -3.8% $58.47 +12.4%
277 PAYX PAYCHEX INC Industrials 5,704.0 $525K 0.01% -265.0 -4.4% $92.12 +2.3%
278 DOL WISDOMTREE TR 7,669.0 $521K 0.01% -170.0 -2.2% $67.99 +9.0%
279 INGR INGREDION INC Consumer Defensive 4,572.0 $515K 0.01% -140.0 -3.0% $112.66 -9.3%
280 FSK FS KKR CAP CORP Financial Services 50,578.0 $515K 0.01% -29K -36.3% $10.18 +7.4%
Page 14 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%