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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 104 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 WS WORTHINGTON STL INC Basic Materials 250.0 $8K -500.0 -66.7% $30.35 +29.0%
2062 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 1,145.0 $8K $6.62 +1.8%
2063 PAGP PLAINS GP HLDGS L P Energy 312.0 $8K $24.28 +5.1%
2064 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 26.0 $8K $290.69 -12.6%
2065 ILMN ILLUMINA INC Healthcare 61.0 $8K $123.26 +17.5%
2066 PPTA PERPETUA RESOURCES CORP Basic Materials 267.0 $8K $28.12 -2.2%
2067 ETSY INC 150.0 $7K NEW $49.98
2068 DSMC ETF SER SOLUTIONS 200.0 $7K $37.42 +3.8%
2069 APA APA CORPORATION Energy 176.0 $7K $42.44 -9.7%
2070 HE HAWAIIAN ELEC INDUSTRIES Utilities 500.0 $7K $14.84 -7.7%
2071 MRNA MODERNA INC Healthcare 146.0 $7K $50.80 -7.0%
2072 EUAD SPINNAKER ETF SERIES 182.0 $7K NEW $40.74 -2.3%
2073 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 654.0 $7K NEW $11.28 +1.2%
2074 DKS DICKS SPORTING GOODS INC Consumer Cyclical 37.0 $7K $198.30 +11.8%
2075 CERS CERUS CORP Healthcare 4,000.0 $7K $1.82 +50.5%
2076 ICVT ISHARES TR 70.0 $7K -7.0 -9.1% $101.79 +15.9%
2077 HLN HALEON PLC Healthcare 705.0 $7K -334.0 -32.1% $10.01 -6.9%
2078 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 508.0 $7K $13.88 +14.4%
2079 IEX IDEX CORP Industrials 37.0 $7K -8.0 -17.8% $190.35 +8.0%
2080 HYCROFT MINING HOLDING CORP 200.0 $7K NEW $35.20
Page 104 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%