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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 117 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 PENN PENN ENTERTAINMENT INC Consumer Cyclical 134.0 $2K $15.03 +11.1%
2322 IEO ISHARES TR 16.0 $2K $124.88 -5.4%
2323 MAC MACERICH CO Real Estate 105.0 $2K $18.90 +18.3%
2324 ASGI ABRDN GLOBAL INFRA INCOME FU Financial Services 88.0 $2K NEW $22.36 +7.5%
2325 WPP WPP PLC NEW Communication Services 124.0 $2K $15.55 +19.2%
2326 PAR PAR TECHNOLOGY CORP Technology 140.0 $2K $13.33 +6.5%
2327 ARKF ARK ETF TR 49.0 $2K $38.00 +8.7%
2328 LUNR INTUITIVE MACHINES INC Industrials 100.0 $2K $18.56 +84.5%
2329 AMR ALPHA METALLURGICAL RESOUR I Energy 9.0 $2K -50.0 -84.8% $205.22 -16.1%
2330 HDB HDFC BANK LTD Financial Services 74.0 $2K $24.88 -1.0%
2331 AVSC AMERICAN CENTY ETF TR 30.0 $2K +1.0 +3.5% $61.33 +10.2%
2332 JBI JANUS INTERNATIONAL GROUP IN Industrials 350.0 $2K -300.0 -46.1% $5.15 -0.4%
2333 NUV NUVEEN MUN VALUE FD INC Financial Services 200.0 $2K $8.99 +0.3%
2334 EMLC VANECK ETF TRUST 72.0 $2K -39.0 -35.1% $24.96 +1.5%
2335 BGS B G FOODS INC NEW Consumer Defensive 370.0 $2K $4.81 -11.7%
2336 TER TERADYNE INC Technology 6.0 $2K $296.50 +16.1%
2337 STE STERIS PLC Healthcare 8.0 $2K -11.0 -57.9% $221.12 -2.3%
2338 TBT PROSHARES TR 50.0 $2K $35.14 +5.2%
2339 VTHR VANGUARD SCOTTSDALE FDS 6.0 $2K $289.67 +12.8%
2340 KBWD INVESCO EXCH TRADED FD TR II 138.0 $2K $12.54 -0.5%
Page 117 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%