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Portfolio (Quarterly) Guide ↗

Geneos Wealth Management Inc.

· CIK 0001764754
13F Portfolio $4.1B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2459 New
Page 113 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 EL LAUDER ESTEE COS INC Consumer Defensive 31.0 $3K NEW $104.71 -23.3%
2242 CHGG CHEGG INC Consumer Defensive 3,471.0 $3K NEW $0.93 +10.8%
2243 JCPI J P MORGAN EXCHANGE TRADED F 66.0 $3K NEW $48.20 +0.3%
2244 NWL NEWELL BRANDS INC Consumer Defensive 855.0 $3K NEW $3.72 +3.2%
2245 RIOT RIOT PLATFORMS INC Financial Services 250.0 $3K NEW $12.67 +85.4%
2246 MITT AG MTG INVT TR INC Real Estate 366.0 $3K NEW $8.52 -12.4%
2247 SPXX NUVEEN S P 500 DYNAMIC OVERW Financial Services 172.0 $3K NEW $18.04 -1.9%
2248 PUK PRUDENTIAL PLC Financial Services 99.0 $3K NEW $31.12 -1.7%
2249 QUBT QUANTUM COMPUTING INC Technology 300.0 $3K NEW $10.26 +2.4%
2250 STWD STARWOOD PPTY TR INC Real Estate 168.0 $3K NEW $18.01 -5.4%
2251 IHS IHS HOLDING LIMITED Communication Services 405.0 $3K NEW $7.46 +10.5%
2252 PJT PJT PARTNERS INC Financial Services 18.0 $3K NEW $167.22 -6.4%
2253 CRDT SIMPLIFY EXCHANGE TRADED FUN 129.0 $3K NEW $23.32 -1.5%
2254 WEA WESTERN ASSET PREMIER BD FD Financial Services 271.0 $3K NEW $11.03 -5.6%
2255 PUBM PUBMATIC INC Technology 333.0 $3K NEW $8.87 +9.6%
2256 EWY ISHARES INC 30.0 $3K NEW $97.23 +81.1%
2257 QCLN FIRST TR EXCHANGE TRADED FD 65.0 $3K NEW $44.58 +31.8%
2258 SSNC SS C TECHNOLOGIES HLDGS INC Technology 33.0 $3K NEW $87.42 -26.1%
2259 OSCR OSCAR HEALTH INC Healthcare 200.0 $3K NEW $14.37 +62.3%
2260 UA UNDER ARMOUR INC Consumer Cyclical 598.0 $3K NEW $4.80 +4.0%
Page 113 of 123  ·  2,459 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 26.7%
Technology 21.8%
Industrials 9.6%
Healthcare 9.6%
Energy 7.0%
Communication Services 6.7%
Consumer Cyclical 6.6%
Consumer Defensive 4.3%
Real Estate 3.2%
Utilities 3.0%