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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 114 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 TPH TRI POINTE HOMES INC Consumer Cyclical 61.0 $3K -7.0 -10.3% $46.74 +0.5%
2262 PUK PRUDENTIAL PLC Financial Services 99.0 $3K $28.43 +9.9%
2263 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 168.0 $3K $16.70 -0.9%
2264 ORBS EIGHTCO HOLDINGS INC Technology 3,000.0 $3K +2K +200.0% $0.93 -2.2%
2265 ROIV ROIVANT SCIENCES LTD Healthcare 100.0 $3K $27.70 +17.0%
2266 M MACYS INC Consumer Cyclical 153.0 $3K $18.09 +14.0%
2267 SPXX NUVEEN S P 500 DYNAMIC OVERW Financial Services 172.0 $3K $16.07 +11.5%
2268 FIVE FIVE BELOW INC Consumer Cyclical 12.0 $3K $228.50 -3.8%
2269 VOYA VOYA FINANCIAL INC Financial Services 40.0 $3K NEW $68.33 +20.6%
2270 PUBM PUBMATIC INC Technology 333.0 $3K $8.18 +20.8%
2271 MITT AG MTG INVT TR INC Real Estate 366.0 $3K $7.31 +4.4%
2272 BCS BARCLAYS PLC Financial Services 126.0 $3K -51.0 -28.8% $21.16 +13.3%
2273 SLVM SYLVAMO CORP Basic Materials 63.0 $3K +11.0 +21.1% $42.24 -11.6%
2274 FOX FOX CORP Communication Services 50.0 $3K $53.10 +8.5%
2275 OPP RIVERNORTH DOUBLELINE STRATE Financial Services 345.0 $3K $7.67 -0.4%
2276 CHGG CHEGG INC Consumer Defensive 3,471.0 $3K $0.74 +93.2%
2277 ONON ON HLDG AG Consumer Cyclical 75.0 $3K $34.03 +15.2%
2278 PCG PG E CORP Utilities 144.0 $3K $17.57 -6.4%
2279 PJT PJT PARTNERS INC Financial Services 18.0 $3K $139.72 +11.1%
2280 EWD ISHARES INC 51.0 $2K $48.73 +7.2%
Page 114 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%