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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 119 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 IT GARTNER INC Technology 9.0 $1K $158.33 -0.7%
2362 ROP ROPER TECHNOLOGIES INC Industrials 4.0 $1K -152.0 -97.4% $353.75 -7.0%
2363 PTON PELOTON INTERACTIVE INC Consumer Cyclical 326.0 $1K $4.29 +20.5%
2364 DLX DELUXE CORP Communication Services 50.0 $1K $27.54 -14.3%
2365 BITO PROSHARES TR 147.0 $1K -6K -97.6% $9.29 +14.1%
2366 GOCT FIRST TR EXCHNG TRADED FD VI 35.0 $1K NEW $38.63 +6.4%
2367 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 26.0 $1K $51.96 +23.4%
2368 FG F G ANNUITIES LIFE INC Financial Services 53.0 $1K -1.0 -1.9% $25.32 +9.0%
2369 GDRX GOODRX HLDGS INC Healthcare 679.0 $1K $1.96 +30.6%
2370 NTNX NUTANIX INC Technology 35.0 $1K $38.00 +17.6%
2371 KSS KOHLS CORP Consumer Cyclical 100.0 $1K -100.0 -50.0% $12.90 -1.6%
2372 HQH ABRDN HEALTHCARE INVESTORS Financial Services 72.0 $1K $17.79 +10.1%
2373 CVMC MORGAN STANLEY ETF TRUST 20.0 $1K $64.00 +10.0%
2374 FPI FARMLAND PARTNERS INC Real Estate 114.0 $1K -63.0 -35.6% $11.23 -6.8%
2375 AVMV AMERICAN CENTY ETF TR 17.0 $1K NEW $74.18 +5.6%
2376 FCOM FIDELITY COVINGTON TRUST 18.0 $1K $69.83 +6.0%
2377 FXI ISHARES TR 35.0 $1K NEW $35.91 -0.1%
2378 GT GOODYEAR TIRE RUBR CO Consumer Cyclical 189.0 $1K $6.63 -11.5%
2379 LPL LG DISPLAY CO LTD Technology 319.0 $1K $3.88 +27.3%
2380 CIK CREDIT SUISSE ASSET MGMT INC Financial Services 481.0 $1K $2.56 -0.8%
Page 119 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%