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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 25 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CWEN CLEARWAY ENERGY INC Utilities 1,170.0 $46K 0.00% -65.0 -5.3% $39.29 -2.9%
482 VRTX VERTEX PHARMACEUTICALS INC Healthcare 101.0 $45K 0.00% -1.0 -1.0% $446.54 -3.6%
483 POWW AMMO INC Industrials 22,300.0 $45K 0.00% -14K -38.2% $2.01 +0.0%
484 ONEQ FIDELITY COMWLTH TR 514.0 $44K 0.00% -160.0 -23.7% $84.91 +21.7%
485 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 780.0 $43K 0.00% -175.0 -18.3% $55.65 +4.5%
486 CNC CENTENE CORP DEL Healthcare 1,321.0 $43K 0.00% -175.0 -11.7% $32.74 +76.4%
487 NRG NRG ENERGY INC Utilities 283.0 $41K 0.00% -70.0 -19.8% $146.33 -6.4%
488 VFMO VANGUARD WELLINGTON FD 208.0 $41K 0.00% -35.0 -14.4% $197.10 +15.8%
489 HPQ HP INC Technology 2,109.0 $41K 0.00% -164.0 -7.2% $19.21 +14.0%
490 ESGE ISHARES INC 867.0 $39K 0.00% -141.0 -14.0% $45.45 +15.8%
491 KEY KEYCORP Financial Services 1,960.0 $39K 0.00% -152.0 -7.2% $20.05 +7.2%
492 LNG CHENIERE ENERGY INC Energy 138.0 $39K 0.00% -18.0 -11.5% $283.76 -15.3%
493 UWM PROSHARES TR 824.0 $38K 0.00% -21.0 -2.5% $46.67 +28.2%
494 A AGILENT TECHNOLOGIES INC Healthcare 336.0 $38K 0.00% -3.0 -0.9% $114.07 +0.6%
495 BGT BLACKROCK FLOATING RATE INC Financial Services 3,548.0 $38K 0.00% -250.0 -6.6% $10.76 +0.7%
496 FMAT FIDELITY COVINGTON TRUST 655.0 $38K 0.00% -11.0 -1.6% $57.64 +0.5%
497 LAZ LAZARD INC Financial Services 846.0 $36K 0.00% -51.0 -5.7% $42.48 +12.2%
498 EBAY EBAY INC Consumer Cyclical 383.0 $35K 0.00% -8K -95.5% $91.02 +28.7%
499 EQIX EQUINIX INC Real Estate 35.0 $34K 0.00% -5K -99.3% $980.23 +10.0%
500 NGG NATIONAL GRID PLC Utilities 404.0 $34K 0.00% -57.0 -12.4% $84.60 +2.2%
Page 25 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%