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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 115 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 LOGI LOGITECH INTL S A Technology 26.0 $3K NEW $100.23 +2.8%
2282 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 240.0 $3K NEW $10.83 -8.7%
2283 EWD ISHARES INC 51.0 $3K NEW $49.24 +2.5%
2284 CPRT COPART INC Industrials 64.0 $3K NEW $39.16 -17.5%
2285 SLVM SYLVAMO CORP Basic Materials 52.0 $3K NEW $48.15 -22.3%
2286 EBND SPDR SER TR 112.0 $2K NEW $21.37 -3.0%
2287 OCC OPTICAL CABLE CORP Technology 528.0 $2K NEW $4.45 +134.8%
2288 ARKF ARK ETF TR 49.0 $2K NEW $47.63 -14.6%
2289 PCG PG E CORP Utilities 144.0 $2K NEW $16.07 +0.4%
2290 MSCI MSCI INC Financial Services 4.0 $2K NEW $573.75 -2.1%
2291 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 30.0 $2K NEW $76.10 -9.5%
2292 IT GARTNER INC Technology 9.0 $2K NEW $252.33 -42.0%
2293 HST HOST HOTELS RESORTS INC Real Estate 128.0 $2K NEW $17.73 +20.6%
2294 FIVE FIVE BELOW INC Consumer Cyclical 12.0 $2K NEW $188.33 +13.4%
2295 PACER FDS TR 92.0 $2K NEW $24.57
2296 QLYS QUALYS INC Technology 17.0 $2K NEW $132.88 -32.3%
2297 CNRG SPDR SER TR 25.0 $2K NEW $89.48 +21.6%
2298 BUNGE GLOBAL SA 25.0 $2K NEW $89.08
2299 NTES NETEASE INC Technology 16.0 $2K NEW $137.62 -17.6%
2300 VNQI VANGUARD INTL EQUITY INDEX F 48.0 $2K NEW $45.83 +0.0%
Page 115 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%