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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 17 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VDC VANGUARD WORLD FD 1,454.0 $326K 0.01% -29.0 -2.0% $224.51 +2.3%
322 TOPT ISHARES TR 11,386.0 $326K 0.01% -75K -86.8% $28.62 +18.2%
323 XLY SELECT SECTOR SPDR TR 2,958.0 $322K 0.01% -25K -89.3% $108.97 +8.9%
324 VIGI VANGUARD WHITEHALL FDS 3,640.0 $322K 0.01% -995.0 -21.5% $88.45 +6.2%
325 RSG REPUBLIC SVCS INC Industrials 1,440.0 $315K 0.01% -34.0 -2.3% $219.03 -3.1%
326 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,288.0 $307K 0.01% -482.0 -7.1% $48.78 -6.6%
327 CMC COMMERCIAL METALS CO Basic Materials 4,969.0 $305K 0.01% -998.0 -16.7% $61.43 +15.1%
328 XLP SELECT SECTOR SPDR TR 3,717.0 $305K 0.01% -387.0 -9.4% $81.98 +3.3%
329 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,278.0 $305K 0.01% -996.0 -18.9% $71.18 -9.6%
330 XMHQ INVESCO EXCHANGE TRADED FD T 2,936.0 $304K 0.01% -19.0 -0.6% $103.39 +4.0%
331 TGRT T ROWE PRICE ETF INC 7,626.0 $300K 0.01% -303.0 -3.8% $39.31 +17.3%
332 EIX EDISON INTL Utilities 4,038.0 $296K 0.01% -49.0 -1.2% $73.19 -3.9%
333 NEBIUS GROUP N V 2,837.0 $294K 0.01% -2K -44.1% $103.76
334 FEX FIRST TR LRGE CP CORE ALPHA 2,411.0 $294K 0.01% -26.0 -1.1% $121.90 +8.3%
335 LUV SOUTHWEST AIRLS CO Industrials 7,813.0 $294K 0.01% -1K -11.7% $37.57 +8.5%
336 DTE DTE ENERGY CO Utilities 1,995.0 $292K 0.01% -14.0 -0.7% $146.22 -1.7%
337 SCHX SCHWAB STRATEGIC TR 11,371.0 $292K 0.01% -725.0 -6.0% $25.64 +13.9%
338 AFL AFLAC INC Financial Services 2,642.0 $290K 0.01% -8K -76.0% $109.71 +7.4%
339 GM GENERAL MTRS CO Consumer Cyclical 3,837.0 $286K 0.01% -2K -31.3% $74.49 +3.6%
340 FIDELITY COVINGTON TRUST 4,036.0 $284K 0.01% -80.0 -1.9% $70.37
Page 17 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%