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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 110 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 TME TENCENT MUSIC ENTMT GROUP Communication Services 485.0 $5K $9.28 -1.4%
2182 AMTM AMENTUM HOLDINGS INC Industrials 170.0 $4K $26.08 -11.2%
2183 CBSH COMMERCE BANCSHARES INC Financial Services 90.0 $4K NEW $49.20 +6.1%
2184 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 72.0 $4K -54.0 -42.9% $61.35 -14.7%
2185 AGNG GLOBAL X FDS 124.0 $4K $35.60 -0.5%
2186 RBRK RUBRIK INC Technology 90.0 $4K -1K -91.7% $48.97 +36.6%
2187 DRIV GLOBAL X FDS 143.0 $4K -270.0 -65.4% $30.52 +29.4%
2188 GWW GRAINGER W W INC Industrials 4.0 $4K NEW $1090.75 +13.6%
2189 SERV SERVE ROBOTICS INC Industrials 513.0 $4K $8.44 -0.7%
2190 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 500.0 $4K $8.62 +6.0%
2191 PHDG INVESCO ACTIVELY MANAGED EXC 114.0 $4K -91K -99.9% $37.79 +10.8%
2192 NDAQ NASDAQ INC Financial Services 50.0 $4K $84.90 +6.5%
2193 HRB BLOCK H R INC Consumer Cyclical 133.0 $4K $31.74 +19.4%
2194 LUCKY STRIKE ENTERTAINMENT C 500.0 $4K NEW $8.32
2195 FELV FIDELITY COVINGTON TRUST 119.0 $4K +1.0 +0.8% $34.82 +10.8%
2196 GNRC GENERAC HLDGS INC Industrials 21.0 $4K $195.33 +26.9%
2197 EFIV SPDR SER TR 65.0 $4K $63.08 +13.9%
2198 CMP COMPASS MINERALS INTL INC Basic Materials 175.0 $4K $23.35 +27.8%
2199 EPI WISDOMTREE TR 100.0 $4K $40.80 +3.2%
2200 DDIV FIRST TR EXCHANGE TRADED FD 100.0 $4K $40.44 +11.0%
Page 110 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%