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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 120 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 APOS APOLLO GLOBAL MGMT INC Financial Services 11.0 $1K $111.45 -76.5%
2382 HUMA HUMACYTE INC Healthcare 2,000.0 $1K $0.61 +67.2%
2383 POOL POOL CORP Industrials 6.0 $1K $202.33 -10.1%
2384 METV LISTED FD TR 75.0 $1K $16.00 +18.1%
2385 VTS VITESSE ENERGY INC Energy 66.0 $1K -80.0 -54.8% $18.17 +1.1%
2386 LYG LLOYDS BANKING GROUP PLC Financial Services 237.0 $1K $5.03 +7.6%
2387 HITI HIGH TIDE INC Healthcare 517.0 $1K $2.29 +6.5%
2388 SSYS STRATASYS LTD Technology 151.0 $1K $7.81 +7.1%
2389 NNE NANO NUCLEAR ENERGY INC Industrials 56.0 $1K -610.0 -91.6% $20.48 +22.4%
2390 BBD BANCO BRADESCO S A Financial Services 312.0 $1K $3.65 -2.5%
2391 TE FREYR BATTERY INC Industrials 257.0 $1K NEW $4.39 +98.2%
2392 CDNS CADENCE DESIGN SYSTEM INC Technology 4.0 $1K $277.75 +29.1%
2393 APTIV PLC 16.0 $1K $69.44
2394 KBR KBR INC Industrials 30.0 $1K $36.87 -12.9%
2395 AVK ADVENT CONV INCOME FD Financial Services 99.0 $1K $11.16 +13.2%
2396 MTG MGIC INVT CORP WIS Financial Services 42.0 $1K $26.26 -0.3%
2397 TMQ TRILOGY METALS INC NEW Basic Materials 300.0 $1K $3.59 +7.2%
2398 SSSS SURO CAPITAL CORP Financial Services 100.0 $1K NEW $10.71 +26.1%
2399 ICL ICL GROUP LTD Basic Materials 200.0 $1K $5.15 +25.6%
2400 SACH SACHEM CAP CORP Real Estate 1,000.0 $1K $1.01 +19.8%
Page 120 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%