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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 23 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 KMX CARMAX INC Consumer Cyclical 2,077.0 $86K 0.00% -18K -89.5% $41.58 -6.4%
442 BLOK AMPLIFY ETF TR 1,688.0 $84K 0.00% -812.0 -32.5% $49.82 +29.1%
443 Z ZILLOW GROUP INC Communication Services 1,955.0 $81K 0.00% -50.0 -2.5% $41.38 -11.9%
444 PAA PLAINS ALL AMERN PIPELINE L Energy 3,550.0 $79K 0.00% -682.0 -16.1% $22.33 +6.0%
445 FLQS FRANKLIN TEMPLETON ETF TR 1,855.0 $79K 0.00% -2K -44.8% $42.68 +5.9%
446 LONZ PIMCO ETF TR 1,598.0 $79K 0.00% -143.0 -8.2% $49.38 +0.3%
447 GPC GENUINE PARTS CO Consumer Cyclical 743.0 $79K 0.00% -16.0 -2.1% $105.76 -7.7%
448 DOCU DOCUSIGN INC Technology 1,615.0 $77K 0.00% -826.0 -33.8% $47.41 +3.3%
449 FENI FIDELITY COVINGTON TRUST 2,055.0 $76K 0.00% -43.0 -2.0% $37.20 +7.6%
450 MCO MOODYS CORP Financial Services 174.0 $76K 0.00% -51.0 -22.7% $436.25 +2.1%
451 VOOV VANGUARD ADMIRAL FDS INC 370.0 $76K 0.00% -57.0 -13.3% $204.06 +7.0%
452 GNR SPDR INDEX SHS FDS 1,006.0 $75K 0.00% -1K -51.4% $74.67 -1.0%
453 HTGC HERCULES CAPITAL INC Financial Services 4,975.0 $73K 0.00% -2K -23.2% $14.77 +4.7%
454 AEE AMEREN CORP Utilities 668.0 $73K 0.00% -61.0 -8.4% $109.92 -0.1%
455 HFSI HARTFORD FDS EXCHANGE TRADED 2,102.0 $73K 0.00% -102.0 -4.6% $34.72 +1.0%
456 TM TOYOTA MOTOR CORP Consumer Cyclical 349.0 $72K 0.00% -24.0 -6.4% $206.09 -7.8%
457 ETHA ISHARES ETHEREUM TR Financial Services 4,319.0 $68K 0.00% -4K -47.9% $15.83 +2.0%
458 SPG SIMON PPTY GROUP INC NEW Real Estate 358.0 $67K 0.00% -46.0 -11.4% $186.53 +9.4%
459 SPGI S P GLOBAL INC Financial Services 154.0 $66K 0.00% -6.0 -3.8% $426.00 -2.1%
460 HUM HUMANA INC Healthcare 351.0 $61K 0.00% -42.0 -10.7% $173.39 +75.1%
Page 23 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%