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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 16 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MAS MASCO CORP Industrials 6,856.0 $414K 0.01% -661.0 -8.8% $60.37 +11.2%
302 OGE OGE ENERGY CORP Utilities 8,260.0 $396K 0.01% -470.0 -5.4% $47.96 +0.3%
303 RSPN INVESCO EXCHANGE TRADED FD T 6,844.0 $394K 0.01% -1K -17.4% $57.58 +3.4%
304 TGT TARGET CORP Consumer Defensive 3,191.0 $387K 0.01% -43.0 -1.3% $121.20 +0.9%
305 IRT INDEPENDENCE RLTY TR INC Real Estate 25,860.0 $385K 0.01% -4K -14.0% $14.89 +12.8%
306 DRUP GRANITESHARES ETF TR 6,965.0 $381K 0.01% -730.0 -9.5% $54.74 +12.0%
307 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,358.0 $374K 0.01% -82.0 -5.7% $275.18 -7.7%
308 IGM ISHARES TR 3,152.0 $374K 0.01% -150.0 -4.5% $118.51 +31.5%
309 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 5,000.0 $370K 0.01% -1K -19.4% $73.90 +3.6%
310 BMO BANK MONTREAL QUE Financial Services 2,725.0 $369K 0.01% -400.0 -12.8% $135.34 +18.0%
311 FTXL FIRST TR EXCHANGE TRADED FD 2,468.0 $364K 0.01% -400.0 -13.9% $147.47 +63.7%
312 SCHA SCHWAB STRATEGIC TR 12,201.0 $355K 0.01% -132.0 -1.1% $29.08 +14.1%
313 VCIT VANGUARD SCOTTSDALE FDS 4,266.0 $353K 0.01% -215.0 -4.8% $82.76 -0.7%
314 EWW ISHARES INC 4,684.0 $352K 0.01% -29K -86.0% $75.23 +3.4%
315 VEEV VEEVA SYS INC Healthcare 2,004.0 $352K 0.01% -87.0 -4.2% $175.66 -6.1%
316 GBIL GOLDMAN SACHS ETF TR 3,424.0 $343K 0.01% -588.0 -14.7% $100.19 -0.1%
317 QHY WISDOMTREE TR 7,530.0 $343K 0.01% -300.0 -3.8% $45.54 +0.9%
318 WY WEYERHAEUSER CO MTN BE Real Estate 13,798.0 $337K 0.01% -743.0 -5.1% $24.43 -4.9%
319 TWST TWIST BIOSCIENCE CORP Healthcare 7,050.0 $335K 0.01% -2K -21.2% $47.52 +12.9%
320 FCT FIRST TR SR FLTG RATE INCOME Financial Services 34,296.0 $331K 0.01% -230.0 -0.7% $9.64 +0.5%
Page 16 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%