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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 122 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 FDUS FIDUS INVT CORP Financial Services 51.0 $888.0 $17.41 +7.6%
2422 FTV FORTIVE CORP Technology 16.0 $884.0 $55.25 +6.8%
2423 BOC BOSTON OMAHA CORP Communication Services 75.0 $876.0 $11.68 +5.6%
2424 PNR PENTAIR PLC Industrials 10.0 $871.0 -17.0 -63.0% $87.10 -14.8%
2425 SCKT SOCKET MOBILE INC Technology 1,000.0 $870.0 $0.87 -2.3%
2426 BROS DUTCH BROS INC Consumer Cyclical 17.0 $861.0 $50.65 +5.6%
2427 RDW REDWIRE CORPORATION Industrials 100.0 $850.0 NEW $8.50 +73.8%
2428 DISC MEDICINE INC 13.0 $831.0 NEW $63.92
2429 DDD 3 D SYS CORP DEL Technology 430.0 $808.0 $1.88 +59.1%
2430 CRITICAL METALS CORP 100.0 $794.0 $7.94
2431 IGC IGC PHARMA INC Healthcare 3,000.0 $780.0 $0.26 +11.1%
2432 EMBC EMBECTA CORP Healthcare 88.0 $778.0 $8.84 -62.4%
2433 HOPE HOPE BANCORP INC Financial Services 69.0 $771.0 $11.17 +11.4%
2434 FFLC FIDELITY COVINGTON TRUST 15.0 $769.0 NEW $51.27 +13.4%
2435 TAGS TEUCRIUM COMMODITY TR Financial Services 30.0 $761.0 $25.37 -0.2%
2436 UAA UNDER ARMOUR INC Consumer Cyclical 127.0 $751.0 $5.91 -12.9%
2437 SDGR SCHRODINGER INC Healthcare 66.0 $750.0 $11.36 +8.4%
2438 DINO HF SINCLAIR CORP Energy 12.0 $749.0 $62.42 +9.6%
2439 BITFARMS LTD 383.0 $747.0 $1.95
2440 YETI YETI HLDGS INC Consumer Cyclical 20.0 $732.0 -59.0 -74.7% $36.60 +22.0%
Page 122 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%