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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 112 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 QXO QXO INC Industrials 186.0 $4K $19.42 -11.3%
2222 JANT AIM ETF PRODUCTS TRUST 90.0 $4K $40.11 +8.7%
2223 IDR IDAHO STRATEGIC RESOURCES Basic Materials 112.0 $4K $32.12 +16.3%
2224 BIRKENSTOCK HOLDING PLC 100.0 $4K $35.83
2225 AGYS AGILYSYS INC Technology 50.0 $4K $71.14 +11.8%
2226 WYNN WYNN RESORTS LTD Consumer Cyclical 35.0 $4K $101.54 -3.4%
2227 BTAL AGF INVTS TR 250.0 $3K $13.96 -12.3%
2228 MEDIWOUND LTD 215.0 $3K $16.11
2229 UA UNDER ARMOUR INC Consumer Cyclical 598.0 $3K $5.79 -13.1%
2230 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 310.0 $3K $11.10 +3.7%
2231 FHN FIRST HORIZON CORPORATION Financial Services 150.0 $3K $22.76 +5.9%
2232 EMO CLEARBRIDGE ENERGY MIDSTRM O Financial Services 64.0 $3K $52.81 -1.7%
2233 UVE UNIVERSAL INS HLDGS INC Financial Services 98.0 $3K $34.16 +16.9%
2234 OGN ORGANON CO Healthcare 557.0 $3K -10.0 -1.8% $5.99 +124.1%
2235 IHS IHS HOLDING LIMITED Communication Services 405.0 $3K $8.23 +1.0%
2236 FBY TIDAL TR II 329.0 $3K +28.0 +9.3% $10.10 -1.3%
2237 HAUZ DBX ETF TR 146.0 $3K $22.60 +3.3%
2238 COAL EXCHANGE TRADED CONCEPTS TRU 120.0 $3K $27.44 -9.7%
2239 MSFO TIDAL TR II 285.0 $3K +19.0 +7.1% $11.55 +5.0%
2240 STKL SUNOPTA INC Consumer Defensive 500.0 $3K $6.48 +0.3%
Page 112 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%