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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 102 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 HIW HIGHWOODS PPTYS INC Real Estate 406.0 $9K $21.41 +19.3%
2022 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 238.0 $9K +7.0 +3.0% $36.41 +2.0%
2023 RMBS RAMBUS INC DEL Technology 100.0 $9K $86.03 +55.2%
2024 FREL FIDELITY COVINGTON TRUST 319.0 $9K -16.0 -4.8% $26.88 +9.2%
2025 DCTH DELCATH SYS INC Healthcare 923.0 $9K $9.28 +23.4%
2026 PR PERMIAN RESOURCES CORP Energy 400.0 $9K $21.32 -2.0%
2027 GILT GILAT SATELLITE NETWORKS LTD Technology 562.0 $8K NEW $15.02 +2.3%
2028 VMO INVESCO MUN OPPORTUNITY TR Financial Services 885.0 $8K $9.51 -0.1%
2029 JMBS JANUS DETROIT STR TR 186.0 $8K $45.18 -0.6%
2030 UYG PROSHARES TR 114.0 $8K $73.68 +7.4%
2031 R RYDER SYS INC Industrials 41.0 $8K -3.0 -6.8% $204.83 +14.6%
2032 MGA MAGNA INTL INC Consumer Cyclical 150.0 $8K $55.81 +13.0%
2033 SPDG SPDR SER TR 200.0 $8K $41.68 +9.9%
2034 GSBC GREAT SOUTHN BANCORP INC Financial Services 132.0 $8K $63.13 +12.7%
2035 REZ ISHARES TR 100.0 $8K $83.21 +10.1%
2036 MDXG MIMEDX GROUP INC Healthcare 2,100.0 $8K $3.95 -8.6%
2037 DIGITALBRIDGE GROUP INC 537.0 $8K $15.42
2038 IGD VOYA GLBL EQTY DIV PREM OP Financial Services 1,450.0 $8K $5.70 +9.6%
2039 BUZZ VANECK ETF TRUST 286.0 $8K $28.77 +30.1%
2040 PK PARK HOTELS RESORTS INC Real Estate 781.0 $8K +16.0 +2.1% $10.53 +8.1%
Page 102 of 124  ·  2,465 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%