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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 115 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 SBSW SIBANYE STILLWATER LTD Basic Materials 200.0 $2K $12.32 -3.9%
2282 FSTA FIDELITY COVINGTON TRUST 47.0 $2K +25.0 +113.6% $52.19 +2.5%
2283 HST HOST HOTELS RESORTS INC Real Estate 128.0 $2K $19.16 +17.0%
2284 LUMN LUMEN TECHNOLOGIES INC Communication Services 349.0 $2K -926.0 -72.6% $6.95 +35.8%
2285 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 240.0 $2K $10.10 -0.8%
2286 CMB TECH NV 190.0 $2K $12.65
2287 ALK ALASKA AIR GROUP INC Industrials 64.0 $2K -77.0 -54.6% $36.89 +11.4%
2288 NVCR NOVOCURE LTD Healthcare 213.0 $2K $10.90 +64.2%
2289 KN KNOWLES CORP Technology 90.0 $2K $25.68 +37.2%
2290 SAM BOSTON BEER INC Consumer Defensive 10.0 $2K $230.40 -20.4%
2291 VABK VIRGINIA NATL BANKSHARES COR Financial Services 60.0 $2K +30.0 +100.0% $38.20 +11.8%
2292 BKCH GLOBAL X FDS 41.0 $2K $55.83 +56.4%
2293 AISP AIRSHIP AI HLDGS INC Technology 1,000.0 $2K NEW $2.26 +3.5%
2294 CNRG SPDR SER TR 25.0 $2K $90.32 +27.0%
2295 DK DELEK US HLDGS INC NEW Energy 50.0 $2K $45.08 -6.6%
2296 GERN GERON CORP Healthcare 1,500.0 $2K $1.49 -15.4%
2297 SMRI EA SERIES TRUST 63.0 $2K NEW $35.38 +10.8%
2298 EL LAUDER ESTEE COS INC Consumer Defensive 31.0 $2K $71.77 +9.9%
2299 PACER FDS TR 92.0 $2K $24.16
2300 RDVI FIRST TR EXCHANGE TRADED FD 87.0 $2K -3K -97.2% $25.51 +7.0%
Page 115 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%