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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 116 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 BHE BENCHMARK ELECTRS INC Technology 51.0 $2K NEW $42.76 +95.6%
2302 WTRE WISDOMTREE TR 102.0 $2K NEW $21.29 +17.6%
2303 ROIV ROIVANT SCIENCES LTD Healthcare 100.0 $2K NEW $21.70 +33.1%
2304 VSS VANGUARD INTL EQUITY INDEX F 15.0 $2K NEW $143.33 +10.6%
2305 TPH TRI POINTE HOMES INC Consumer Cyclical 68.0 $2K NEW $31.47 +49.2%
2306 USRT ISHARES TR 37.0 $2K NEW $56.97 +12.6%
2307 REZI RESIDEO TECHNOLOGIES INC Industrials 60.0 $2K NEW $35.12 -19.7%
2308 SDG ISHARES TR 25.0 $2K NEW $84.24 +6.8%
2309 ADEA ADEIA INC Technology 122.0 $2K NEW $17.25 +59.5%
2310 DORM DORMAN PRODS INC Consumer Cyclical 17.0 $2K NEW $123.18 -4.3%
2311 SH PROSHARES TR 58.0 $2K NEW $36.03 -6.7%
2312 IX ORIX CORP Financial Services 70.0 $2K NEW $29.21 +25.9%
2313 GTX GARRETT MOTION INC Consumer Cyclical 117.0 $2K NEW $17.43 +78.6%
2314 MVIS MICROVISION INC DEL Technology 2,450.0 $2K NEW $0.83 -33.5%
2315 PTON PELOTON INTERACTIVE INC Consumer Cyclical 326.0 $2K NEW $6.16 -13.6%
2316 FIVN FIVE9 INC Technology 100.0 $2K NEW $20.05 +4.1%
2317 FFBC FIRST FINL BANCORP OH Financial Services 80.0 $2K NEW $25.02 +19.8%
2318 GERN GERON CORP Healthcare 1,500.0 $2K NEW $1.32 -3.2%
2319 PENN PENN ENTERTAINMENT INC Consumer Cyclical 134.0 $2K NEW $14.75 +12.8%
2320 SAM BOSTON BEER INC Consumer Defensive 10.0 $2K NEW $195.10 -10.7%
Page 116 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%