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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 114 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 EMLC VANECK ETF TRUST 111.0 $3K NEW $25.81 -2.2%
2262 GNRC GENERAC HLDGS INC Industrials 21.0 $3K NEW $136.38 +94.3%
2263 EMO CLEARBRIDGE ENERGY MIDSTRM O Financial Services 64.0 $3K NEW $44.66 +16.7%
2264 SBSW SIBANYE STILLWATER LTD Basic Materials 200.0 $3K NEW $14.25 -14.8%
2265 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 161.0 $3K NEW $17.69 -20.8%
2266 VTS VITESSE ENERGY INC Energy 146.0 $3K NEW $19.26 -4.2%
2267 PNR PENTAIR PLC Industrials 27.0 $3K NEW $104.15 -30.0%
2268 FTXN FIRST TR EXCHANGE TRADED FD 100.0 $3K NEW $27.92 +36.6%
2269 WPP WPP PLC NEW Communication Services 124.0 $3K NEW $22.46 -18.2%
2270 PSQH PSQ HOLDINGS INC Technology 2,700.0 $3K NEW $1.03 -43.1%
2271 NVCR NOVOCURE LTD Healthcare 213.0 $3K NEW $12.93 +38.3%
2272 OPP RIVERNORTH DOUBLELINE STRATE Financial Services 345.0 $3K NEW $7.95 -4.2%
2273 COAL EXCHANGE TRADED CONCEPTS TRU 120.0 $3K NEW $22.81 +9.2%
2274 CLDT CHATHAM LODGING TR Real Estate 400.0 $3K NEW $6.81 +46.8%
2275 HDB HDFC BANK LTD Financial Services 74.0 $3K NEW $36.54 -32.5%
2276 DYN DYNE THERAPEUTICS INC Healthcare 138.0 $3K NEW $19.56 -14.3%
2277 KTB KONTOOR BRANDS INC Consumer Cyclical 44.0 $3K NEW $61.09 +4.8%
2278 NIO NIO INC Consumer Cyclical 522.0 $3K NEW $5.10 +15.6%
2279 SPOK SPOK HLDGS INC Healthcare 200.0 $3K NEW $13.19 -16.9%
2280 BKCH GLOBAL X FDS 41.0 $3K NEW $63.88 +24.4%
Page 114 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%