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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 109 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 MBC MASTERBRAND INC Consumer Cyclical 604.0 $5K $8.31 -8.5%
2162 OBE OBSIDIAN ENERGY LTD Energy 528.0 $5K -71.0 -11.8% $9.47 +30.1%
2163 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 350.0 $5K $14.24 +1.0%
2164 FLNG FLEX LNG LTD Energy 164.0 $5K $29.71 +9.0%
2165 NBOS NEUBERGER BERMAN ETF TRUST 182.0 $5K +4.0 +2.2% $26.76 +4.5%
2166 WTFC WINTRUST FINL CORP Financial Services 35.0 $5K $138.94 +7.8%
2167 CVLC MORGAN STANLEY ETF TRUST 60.0 $5K $80.07 +14.4%
2168 IDNA ISHARES TR 165.0 $5K $29.08 +1.4%
2169 TYL TYLER TECHNOLOGIES INC Technology 14.0 $5K NEW $342.36 -7.3%
2170 SFY TIDAL ETF TR 38.0 $5K $124.82 +17.9%
2171 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 381.0 $5K $12.40 +12.2%
2172 VSTS VESTIS CORPORATION Industrials 600.0 $5K $7.86 +48.9%
2173 TDF TEMPLETON DRAGON FD INC Financial Services 443.0 $5K $10.61 +4.1%
2174 SPPP SPROTT PHYSICAL PLAT PALLAD Financial Services 300.0 $5K $15.53 -2.1%
2175 EXK ENDEAVOUR SILVER CORP Basic Materials 500.0 $5K -2K -75.0% $9.31 +0.2%
2176 TKO TKO GROUP HOLDINGS INC Communication Services 23.0 $5K $201.65 -3.7%
2177 GAMESTOP CORP NEW 200.0 $5K $23.04
2178 NTRS NORTHERN TR CORP Financial Services 33.0 $5K $139.58 +19.7%
2179 JFR NUVEEN FLOATING RATE INCOME Financial Services 612.0 $5K $7.52 +0.4%
2180 ADC AGREE RLTY CORP Real Estate 61.0 $5K NEW $75.38 +0.4%
Page 109 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%