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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 +1.1%
602 NNE NANO NUCLEAR ENERGY INC Industrials 56.0 $1K -610.0 -91.6% $20.48 +22.4%
603 NTES NETEASE INC Technology 9.0 $1K -7.0 -43.8% $111.89 +2.2%
604 WST WEST PHARMACEUTICAL SVSC INC Healthcare 4.0 $1K -176.0 -97.8% $250.75 +21.8%
605 PNR PENTAIR PLC Industrials 10.0 $871.0 -17.0 -63.0% $87.10 -14.8%
606 YETI YETI HLDGS INC Consumer Cyclical 20.0 $732.0 -59.0 -74.7% $36.60 +22.0%
607 LYFT LYFT INC Technology 50.0 $665.0 -300.0 -85.7% $13.30 +1.4%
608 VIAV VIAVI SOLUTIONS INC Technology 18.0 $599.0 -50.0 -73.5% $33.28 +44.5%
609 PZZA PAPA JOHNS INTL INC Consumer Cyclical 16.0 $513.0 -150.0 -90.4% $32.06 +0.9%
Page 31 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%