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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 113 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 PSP INVESCO EXCHANGE TRADED FD T 57.0 $3K $56.53 +7.6%
2242 JCPI J P MORGAN EXCHANGE TRADED F 66.0 $3K $48.38 -0.3%
2243 PHM PULTE GROUP INC Consumer Cyclical 27.0 $3K -11.0 -28.9% $117.85 -1.4%
2244 EGO ELDORADO GOLD CORP NEW Basic Materials 92.0 $3K $34.33 -7.7%
2245 KKR KKR CO INC Financial Services 34.0 $3K -2.0 -5.6% $92.85 +2.1%
2246 CLDT CHATHAM LODGING TR Real Estate 400.0 $3K $7.87 +35.8%
2247 NIO NIO INC Consumer Cyclical 522.0 $3K $6.03 -7.1%
2248 BHF BRIGHTHOUSE FINL INC Financial Services 52.0 $3K $59.88 +4.7%
2249 RIOT RIOT PLATFORMS INC Financial Services 250.0 $3K $12.36 +91.5%
2250 BBBY BEYOND INC Consumer Cyclical 651.0 $3K $4.64 +23.5%
2251 QCLN FIRST TR EXCHANGE TRADED FD 65.0 $3K $46.48 +33.6%
2252 PTY PIMCO CORPORATE INCOME OPP Financial Services 250.0 $3K -600.0 -70.6% $12.06 -2.1%
2253 OLN OLIN CORP Basic Materials 100.0 $3K -1K -92.6% $29.73 -12.5%
2254 CRDT SIMPLIFY EXCHANGE TRADED FUN 131.0 $3K +2.0 +1.6% $22.51 +1.4%
2255 NWL NEWELL BRANDS INC Consumer Defensive 855.0 $3K $3.43 +4.4%
2256 ADEA ADEIA INC Technology 122.0 $3K $24.03 +9.7%
2257 SEIC SEI INVTS CO Financial Services 37.0 $3K -47.0 -56.0% $78.46 +15.7%
2258 STWD STARWOOD PPTY TR INC Real Estate 168.0 $3K $17.22 -0.5%
2259 WEA WESTERN ASSET PREMIER BD FD Financial Services 271.0 $3K $10.58 -1.3%
2260 BHE BENCHMARK ELECTRS INC Technology 51.0 $3K $56.06 +47.1%
Page 113 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%