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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 3 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FNDC SCHWAB STRATEGIC TR 203,934.0 $9.5M 0.22% -2K -0.9% $46.36 +7.5%
42 ASML ASML HOLDING N V Technology 7,118.0 $9.4M 0.22% -1K -15.9% $1320.74 +20.5%
43 HON HONEYWELL INTL INC Industrials 40,447.0 $9.1M 0.21% -2K -5.3% $226.03 -1.0%
44 SCHW SCHWAB CHARLES CORP Financial Services 96,468.0 $9.1M 0.21% -5K -4.8% $93.98 -4.1%
45 SPLV INVESCO EXCH TRADED FD TR II 118,203.0 $8.6M 0.20% -3K -2.6% $73.14 +0.8%
46 IWM ISHARES TR 34,709.0 $8.6M 0.20% -7K -15.9% $248.00 +13.9%
47 J P MORGAN EXCHANGE TRADED F 143,935.0 $8.5M 0.20% -5K -3.6% $58.81
48 WMT WALMART INC Consumer Defensive 67,692.0 $8.4M 0.20% -2K -2.2% $124.28 +5.3%
49 DIS DISNEY WALT CO Communication Services 85,385.0 $8.2M 0.19% -5K -5.9% $96.38 +7.5%
50 TSLA TESLA INC Consumer Cyclical 22,024.0 $8.2M 0.19% -6K -20.2% $371.75 +12.2%
51 ABBV ABBVIE INC Healthcare 36,958.0 $8.0M 0.19% -239.0 -0.6% $217.49 -1.3%
52 DRI DARDEN RESTAURANTS INC Consumer Cyclical 40,999.0 $8.0M 0.19% -5K -10.8% $196.04 +0.5%
53 BUFQ FIRST TR EXCHNG TRADED FD VI 227,297.0 $8.0M 0.19% -52K -18.6% $35.32 +10.3%
54 BUFS FIRST TR EXCHNG TRADED FD VI 333,864.0 $7.7M 0.18% -80K -19.4% $23.06 +5.9%
55 DOV DOVER CORP Industrials 36,904.0 $7.7M 0.18% -4K -8.8% $208.45 -0.3%
56 JGRO J P MORGAN EXCHANGE TRADED F 90,704.0 $7.7M 0.18% -44K -32.4% $84.52 +14.8%
57 NVS NOVARTIS AG Healthcare 49,989.0 $7.6M 0.18% -15K -22.9% $152.75 -0.6%
58 ABT ABBOTT LABS Healthcare 73,684.0 $7.6M 0.18% -6K -7.4% $102.67 -14.5%
59 PGR PROGRESSIVE CORP Financial Services 38,111.0 $7.6M 0.17% -4K -9.9% $198.24 +2.2%
60 J P MORGAN EXCHANGE TRADED F 147,348.0 $7.5M 0.17% -874.0 -0.6% $50.61
Page 3 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%