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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 12 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BNDX VANGUARD CHARLOTTE FDS 91,615.0 $4.4M 0.10% -7K -7.1% $48.05 -0.1%
222 HLI HOULIHAN LOKEY INC Financial Services 30,538.0 $4.4M 0.10% -3K -8.9% $143.62 +5.5%
223 MCD MCDONALDS CORP Consumer Cyclical 14,004.0 $4.4M 0.10% +1K +9.7% $310.79 -8.6%
224 KDP KEURIG DR PEPPER INC Consumer Defensive 163,154.0 $4.3M 0.10% +25K +17.9% $26.33 +9.3%
225 USFR WISDOMTREE TR 85,178.0 $4.3M 0.10% -38K -31.0% $50.34 +0.2%
226 IEF ISHARES TR 44,774.0 $4.3M 0.10% +7K +17.3% $95.44 -1.7%
227 CMI CUMMINS INC Industrials 7,910.0 $4.3M 0.10% $538.04 +18.7%
228 SHE SPDR SER TR 33,219.0 $4.2M 0.10% $127.81 +18.0%
229 CHD CHURCH DWIGHT CO INC Consumer Defensive 45,446.0 $4.2M 0.10% +45K +10000.0% $93.32 +2.5%
230 PG PROCTER AND GAMBLE CO Consumer Defensive 29,135.0 $4.2M 0.10% -10K -25.6% $144.44 -1.4%
231 JMST J P MORGAN EXCHANGE TRADED F 82,065.0 $4.2M 0.10% -15K -15.4% $50.98 -0.2%
232 IYW ISHARES TR 22,983.0 $4.2M 0.10% +593.0 +2.6% $181.42 +32.3%
233 BSCS INVESCO EXCH TRD SLF IDX FD 200,295.0 $4.1M 0.10% +9K +4.5% $20.42 -0.4%
234 CGGO CAPITAL GROUP GBL GROWTH EQT 121,579.0 $4.1M 0.09% +31K +34.8% $33.37 +18.4%
235 GEV GE VERNOVA INC Utilities 4,623.0 $4.0M 0.09% +2K +68.2% $872.91 +19.6%
236 JBBB JANUS DETROIT STR TR 86,562.0 $4.0M 0.09% -46K -34.9% $46.61 +1.6%
237 BSCT INVESCO EXCH TRD SLF IDX FD 216,047.0 $4.0M 0.09% +11K +5.6% $18.66 -0.6%
238 COP CONOCOPHILLIPS Energy 30,485.0 $4.0M 0.09% -2K -6.3% $132.00 -8.7%
239 QUAL ISHARES TR 20,818.0 $4.0M 0.09% $191.81 +10.9%
240 EFG ISHARES TR 35,840.0 $4.0M 0.09% -578.0 -1.6% $111.37 +9.0%
Page 12 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%