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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 107 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 FIS FIDELITY NATL INFORMATION SV Technology 129.0 $6K $46.91 -7.0%
2122 TDY TELEDYNE TECHNOLOGIES INC Technology 10.0 $6K $605.00 +1.5%
2123 RGR STURM RUGER CO INC Industrials 150.0 $6K $40.09 -1.9%
2124 SFL SFL CORPORATION LTD Industrials 557.0 $6K $10.79 +17.9%
2125 EUM PROSHARES TR 310.0 $6K $19.20 -14.3%
2126 EMHY ISHARES INC 150.0 $6K $39.38 +1.8%
2127 IVZ INVESCO LTD Financial Services 243.0 $6K +200.0 +465.1% $24.29 +11.1%
2128 SSRM SSR MINING IN Basic Materials 200.0 $6K $29.37 +4.7%
2129 SATS ECHOSTAR CORP Technology 50.0 $6K NEW $117.08 +21.1%
2130 VLTO VERALTO CORP Industrials 66.0 $6K $88.42 -2.5%
2131 ALRM ALARM COM HLDGS INC Technology 135.0 $6K $43.19 +1.2%
2132 PATH UIPATH INC Technology 524.0 $6K -40.0 -7.1% $11.10 -4.8%
2133 FRI FIRST TR S P REIT INDEX FD 204.0 $6K $28.46 +9.6%
2134 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 307.0 $6K $18.52 -9.9%
2135 STNE STONECO LTD Technology 400.0 $6K -114.0 -22.2% $14.12 -21.7%
2136 DBMF LITMAN GREGORY FDS TR 187.0 $6K -91.0 -32.7% $30.15 +3.2%
2137 IXJ ISHARES TR 60.0 $6K $93.53 +0.6%
2138 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 86.0 $6K $65.12 +13.5%
2139 EMD WESTERN ASSET EMERGING MKTS Financial Services 570.0 $6K $9.82 +5.0%
2140 ABRDN ASIA PACIFIC INCOME FU 388.0 $6K $14.42
Page 107 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%