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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 21 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ABX ABACUS LIFE INC Financial Services 17,365.0 $137K 0.00% -2K -10.8% $7.88 +13.8%
402 DTM DT MIDSTREAM INC Energy 992.0 $134K 0.00% -17.0 -1.7% $134.67 +10.8%
403 SKYY FIRST TR EXCHANGE TRADED FD 1,216.0 $133K 0.00% -14.0 -1.1% $109.36 +18.7%
404 AMT AMERICAN TOWER CORP NEW Real Estate 769.0 $133K 0.00% -82.0 -9.6% $172.52 +6.5%
405 CTAS CINTAS CORP Industrials 776.0 $131K 0.00% -20.0 -2.5% $169.14 +1.9%
406 FBRT FRANKLIN BSP RLTY TR INC Real Estate 15,451.0 $131K 0.00% -720.0 -4.5% $8.49 +2.8%
407 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 613.0 $128K 0.00% -49.0 -7.4% $209.08 +16.4%
408 BIO BIO RAD LABS INC Healthcare 448.0 $125K 0.00% -35.0 -7.2% $278.75 +2.9%
409 SMURFIT WESTROCK PLC 3,122.0 $124K 0.00% -48.0 -1.5% $39.85
410 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 1,529.0 $124K 0.00% -294.0 -16.1% $80.95 -3.1%
411 BBSC J P MORGAN EXCHANGE TRADED F 1,646.0 $124K 0.00% -161.0 -8.9% $75.07 +12.4%
412 MET METLIFE INC Financial Services 1,744.0 $123K 0.00% -155.0 -8.2% $70.73 +19.2%
413 CRL CHARLES RIV LABS INTL INC Healthcare 700.0 $121K 0.00% -41.0 -5.5% $172.50 -7.9%
414 IWC ISHARES TR 754.0 $120K 0.00% -12K -94.3% $159.61 +16.1%
415 MTB M T BK CORP Financial Services 582.0 $120K 0.00% -150.0 -20.5% $206.72 +2.7%
416 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 4,927.0 $119K 0.00% -691.0 -12.3% $24.23 +6.9%
417 LVHI LEGG MASON ETF INVT 2,920.0 $118K 0.00% -90.0 -3.0% $40.54 +2.7%
418 VST VISTRA CORP Utilities 784.0 $118K 0.00% -87.0 -10.0% $150.37 -4.2%
419 VGIT VANGUARD SCOTTSDALE FDS 1,932.0 $115K 0.00% -72.0 -3.6% $59.55 -1.3%
420 GLDM WORLD GOLD TR Financial Services 1,235.0 $114K 0.00% -128.0 -9.4% $92.69 -3.0%
Page 21 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%