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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 26 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 XRT SPDR SER TR 418.0 $34K 0.00% -1K -73.8% $80.47 +1.6%
502 MFUS PIMCO EQUITY SER 553.0 $32K 0.00% -22.0 -3.8% $58.40 +9.4%
503 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 106.0 $32K 0.00% -93.0 -46.7% $304.08 +6.1%
504 HOG HARLEY DAVIDSON INC Consumer Cyclical 1,578.0 $32K 0.00% -315.0 -16.6% $20.22 +14.7%
505 BKIE BNY MELLON ETF TRUST 335.0 $31K 0.00% -18.0 -5.1% $93.43 +6.5%
506 LEN LENNAR CORP Consumer Cyclical 359.0 $31K 0.00% -476.0 -57.0% $86.84 +2.3%
507 NUE NUCOR CORP Basic Materials 183.0 $31K 0.00% -74.0 -28.8% $168.67 +34.3%
508 RC READY CAPITAL CORP Real Estate 18,956.0 $31K 0.00% -240.0 -1.2% $1.62 +12.3%
509 SPOT SPOTIFY TECHNOLOGY S A Communication Services 61.0 $30K 0.00% -11.0 -15.3% $484.92 -10.6%
510 SYF SYNCHRONY FINANCIAL Financial Services 431.0 $29K 0.00% -463.0 -51.8% $68.02 +5.9%
511 HSIC HENRY SCHEIN INC Healthcare 384.0 $28K 0.00% -508.0 -57.0% $73.70 -0.3%
512 SPYI NEOS ETF TRUST 569.0 $28K 0.00% -816.0 -58.9% $49.39 +7.8%
513 STAG STAG INDL INC Real Estate 700.0 $25K 0.00% -150.0 -17.6% $36.06 +6.2%
514 ENFR ALPS ETF TR 618.0 $24K 0.00% -200.0 -24.4% $38.21 +4.4%
515 HPI HANCOCK JOHN PFD INCOME FD Financial Services 1,500.0 $24K 0.00% -1K -44.0% $15.69 +1.5%
516 FAB FIRST TR MULTI CP VAL ALPHA 246.0 $23K 0.00% -64.0 -20.6% $94.55 +3.1%
517 RWX SPDR INDEX SHS FDS 853.0 $23K 0.00% -44.0 -4.9% $26.62 +3.6%
518 FTGC FIRST TR EXCHANGE TRAD FD VI 775.0 $22K 0.00% -3K -76.7% $28.71 +2.6%
519 ARGT GLOBAL X FDS 233.0 $22K 0.00% -317.0 -57.6% $93.32 -1.4%
520 SWKS SKYWORKS SOLUTIONS INC Technology 400.0 $21K -25.0 -5.9% $53.55 +38.8%
Page 26 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%