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Portfolio (Quarterly) Guide ↗

Geneos Wealth Management Inc.

· CIK 0001764754
13F Portfolio $4.1B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2459 New
Page 123 of 123  ·  2,459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 VREX VAREX IMAGING CORP Healthcare 54.0 $629.0 NEW $11.65 -13.5%
2442 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 50.0 $625.0 NEW $12.50 -41.4%
2443 TFII TFI INTL INC Industrials 6.0 $620.0 NEW $103.33 +38.1%
2444 PKG PACKAGING CORP AMER Consumer Cyclical 3.0 $619.0 NEW $206.33 +6.7%
2445 BEIGENE LTD 2.0 $608.0 NEW $304.00
2446 HYGH ISHARES U S ETF TR 7.0 $603.0 NEW $86.14 +0.2%
2447 APPTECH PMTS CORP 2,000.0 $600.0 NEW $0.30
2448 CRSR CORSAIR GAMING INC Technology 100.0 $594.0 NEW $5.94 +23.9%
2449 NEO NEOGENOMICS INC Healthcare 50.0 $588.0 NEW $11.76 -28.9%
2450 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 3.0 $580.0 NEW $193.33 +4.1%
2451 ARMP ARMATA PHARMACEUTICALS INC Healthcare 92.0 $578.0 NEW $6.28 +30.5%
2452 MNKD MANNKIND CORP Healthcare 100.0 $567.0 NEW $5.67 -43.2%
2453 DOX AMDOCS LTD Technology 7.0 $564.0 NEW $80.57 -23.1%
2454 MEDP MEDPACE HLDGS INC Healthcare 1.0 $562.0 NEW $562.00 -25.4%
2455 AMZA ETFIS SER TR I 14.0 $553.0 NEW $39.50 +22.4%
2456 DINO HF SINCLAIR CORP Energy 12.0 $553.0 NEW $46.08 +49.1%
2457 ESS ESSEX PPTY TR INC Real Estate 2.0 $523.0 NEW $261.50 +2.7%
2458 CSAN COSAN S A Energy 129.0 $510.0 NEW $3.95 -13.5%
2459 ANF ABERCROMBIE FITCH CO Consumer Cyclical 4.0 $503.0 NEW $125.75 -43.9%
Page 123 of 123  ·  2,459 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 26.7%
Technology 21.8%
Industrials 9.6%
Healthcare 9.6%
Energy 7.0%
Communication Services 6.7%
Consumer Cyclical 6.6%
Consumer Defensive 4.3%
Real Estate 3.2%
Utilities 3.0%