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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 121 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 NTES NETEASE INC Technology 9.0 $1K -7.0 -43.8% $111.89 +2.2%
2402 TWLO TWILIO INC Communication Services 8.0 $1K $125.88 +50.4%
2403 WST WEST PHARMACEUTICAL SVSC INC Healthcare 4.0 $1K -176.0 -97.8% $250.75 +21.8%
2404 NOK NOKIA CORP Technology 124.0 $997.0 $8.04 +76.4%
2405 NICE NICE LTD Technology 9.0 $992.0 $110.22 -13.5%
2406 RYZ RYERSON HLDG CORP Consumer Defensive 44.0 $989.0 NEW $22.48 +11.8%
2407 APPTECH PMTS CORP 2,000.0 $980.0 $0.49
2408 HUBS HUBSPOT INC Technology 4.0 $976.0 $244.00 -18.7%
2409 DSEP FIRST TR EXCHNG TRADED FD VI 22.0 $967.0 NEW $43.95 +6.9%
2410 BEPC BROOKFIELD RENEWABLE CORP Utilities 24.0 $956.0 $39.83 -5.6%
2411 MRSK NORTHERN LIGHTS FD TR 27.0 $954.0 NEW $35.33 +7.7%
2412 GSEP FIRST TR EXCHNG TRADED FD VI 25.0 $953.0 NEW $38.12 +6.4%
2413 AMC ENTMT HLDGS INC 964.0 $945.0 $0.98
2414 ARMP ARMATA PHARMACEUTICALS INC Healthcare 92.0 $942.0 $10.24 -19.6%
2415 TTC TORO CO Industrials 10.0 $937.0 $93.70 -4.9%
2416 GRPN GROUPON INC Communication Services 78.0 $928.0 $11.90 +53.1%
2417 BIIB BIOGEN INC Healthcare 5.0 $917.0 $183.40 +3.3%
2418 SE SEA LTD Consumer Cyclical 11.0 $911.0 $82.82 +5.4%
2419 RMD RESMED INC Healthcare 4.0 $898.0 $224.50 -6.5%
2420 PLNT PLANET FITNESS INC Consumer Cyclical 12.0 $893.0 $74.42 -32.5%
Page 121 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%