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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 30 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PHM PULTE GROUP INC Consumer Cyclical 27.0 $3K -11.0 -28.9% $117.85 -1.4%
582 KKR KKR CO INC Financial Services 34.0 $3K -2.0 -5.6% $92.85 +2.1%
583 PTY PIMCO CORPORATE INCOME OPP Financial Services 250.0 $3K -600.0 -70.6% $12.06 -2.1%
584 OLN OLIN CORP Basic Materials 100.0 $3K -1K -92.6% $29.73 -12.5%
585 SEIC SEI INVTS CO Financial Services 37.0 $3K -47.0 -56.0% $78.46 +15.7%
586 TPH TRI POINTE HOMES INC Consumer Cyclical 61.0 $3K -7.0 -10.3% $46.74 +0.5%
587 BCS BARCLAYS PLC Financial Services 126.0 $3K -51.0 -28.8% $21.16 +13.3%
588 LUMN LUMEN TECHNOLOGIES INC Communication Services 349.0 $2K -926.0 -72.6% $6.95 +35.8%
589 ALK ALASKA AIR GROUP INC Industrials 64.0 $2K -77.0 -54.6% $36.89 +11.4%
590 RDVI FIRST TR EXCHANGE TRADED FD 87.0 $2K -3K -97.2% $25.51 +7.0%
591 AMR ALPHA METALLURGICAL RESOUR I Energy 9.0 $2K -50.0 -84.8% $205.22 -16.1%
592 JBI JANUS INTERNATIONAL GROUP IN Industrials 350.0 $2K -300.0 -46.1% $5.15 -0.4%
593 EMLC VANECK ETF TRUST 72.0 $2K -39.0 -35.1% $24.96 +1.5%
594 STE STERIS PLC Healthcare 8.0 $2K -11.0 -57.9% $221.12 -2.3%
595 FNCL FIDELITY COVINGTON TRUST 21.0 $1K -451.0 -95.5% $69.10 +6.8%
596 ROP ROPER TECHNOLOGIES INC Industrials 4.0 $1K -152.0 -97.4% $353.75 -7.0%
597 BITO PROSHARES TR 147.0 $1K -6K -97.6% $9.29 +14.1%
598 FG F G ANNUITIES LIFE INC Financial Services 53.0 $1K -1.0 -1.9% $25.32 +9.0%
599 KSS KOHLS CORP Consumer Cyclical 100.0 $1K -100.0 -50.0% $12.90 -1.6%
600 FPI FARMLAND PARTNERS INC Real Estate 114.0 $1K -63.0 -35.6% $11.23 -6.8%
Page 30 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%