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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 6 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QQEW FIRST TR NAS100 EQ WEIGHTED 28,559.0 $3.6M 0.08% -3K -9.0% $126.97 +17.2%
102 IAU ISHARES GOLD TR Financial Services 40,622.0 $3.6M 0.08% -21K -34.5% $88.16 -3.1%
103 GDX VANECK ETF TRUST 38,682.0 $3.5M 0.08% -13K -24.9% $91.77 -6.2%
104 ADP AUTOMATIC DATA PROCESSING IN Industrials 17,389.0 $3.5M 0.08% -912.0 -5.0% $203.18 +8.3%
105 AG FIRST MAJESTIC SILVER CORP Basic Materials 164,307.0 $3.5M 0.08% -27K -14.0% $21.48 -7.4%
106 PGX INVESCO EXCH TRADED FD TR II 310,360.0 $3.4M 0.08% -50K -14.0% $10.88 +0.6%
107 PSX PHILLIPS 66 Energy 18,367.0 $3.3M 0.08% -3K -13.5% $182.18 -1.6%
108 VNQ VANGUARD INDEX FDS 37,704.0 $3.3M 0.08% -416.0 -1.1% $88.70 +9.0%
109 CSCO CISCO SYS INC Technology 43,060.0 $3.3M 0.08% -981.0 -2.2% $77.59 +52.3%
110 SCHD SCHWAB STRATEGIC TR 107,338.0 $3.3M 0.08% -5K -4.4% $30.68 +5.1%
111 FLQM FRANKLIN TEMPLETON ETF TR 59,503.0 $3.3M 0.08% -3K -4.6% $54.93 +2.6%
112 ORCL ORACLE CORP Technology 22,197.0 $3.3M 0.08% -117.0 -0.5% $147.11 +29.0%
113 TLT ISHARES TR 37,017.0 $3.2M 0.07% -888.0 -2.3% $86.69 -2.9%
114 BKNG BOOKING HOLDINGS INC Consumer Cyclical 751.0 $3.2M 0.07% -21.0 -2.7% $4211.70 -96.2%
115 IWR ISHARES TR 32,141.0 $3.1M 0.07% -193.0 -0.6% $97.23 +8.0%
116 ESUM STRATEGY SHS 118,179.0 $3.1M 0.07% -5K -3.9% $26.18 +10.8%
117 XLF SELECT SECTOR SPDR TR 61,052.0 $3.0M 0.07% -68K -52.8% $49.37 +4.8%
118 MU MICRON TECHNOLOGY INC Technology 8,768.0 $3.0M 0.07% -207.0 -2.3% $337.84 +125.6%
119 AFMC FIRST TR EXCHNG TRADED FD VI 82,750.0 $2.9M 0.07% -5K -5.5% $35.51 +9.7%
120 SLV ISHARES SILVER TR Financial Services 43,007.0 $2.9M 0.07% -31K -41.7% $68.14 +1.9%
Page 6 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%