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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 31 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 VTS VITESSE ENERGY INC Energy 66.0 $1K — -80.0 -54.8% $18.17 -7.8%
602 NNE NANO NUCLEAR ENERGY INC Industrials 56.0 $1K — -610.0 -91.6% $20.48 -17.0%
603 NTES NETEASE INC Technology 9.0 $1K — -7.0 -43.8% $111.89 +3.1%
604 WST WEST PHARMACEUTICAL SVSC INC Healthcare 4.0 $1K — -176.0 -97.8% $250.75 +47.7%
605 PNR PENTAIR PLC Industrials 10.0 $871.0 — -17.0 -63.0% $87.10 -38.4%
606 YETI YETI HLDGS INC Consumer Cyclical 20.0 $732.0 — -59.0 -74.7% $36.60 +15.5%
607 LYFT LYFT INC Technology 50.0 $665.0 — -300.0 -85.7% $13.30 +11.8%
608 VIAV VIAVI SOLUTIONS INC Technology 18.0 $599.0 — -50.0 -73.5% $33.28 +22.2%
609 PZZA PAPA JOHNS INTL INC Consumer Cyclical 16.0 $513.0 — -150.0 -90.4% $32.06 -39.0%
Page 31 of 31  ·  609 positions

① 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 26.4%
Technology 19.6%
Industrials 12.0%
Healthcare 9.4%
Energy 9.2%
Consumer Cyclical 6.0%
Consumer Defensive 4.8%
Communication Services 4.4%
Utilities 3.6%
Real Estate 3.1%