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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 124 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 CRSR CORSAIR GAMING INC Technology 100.0 $555.0 $5.55 +24.9%
2462 BLNK BLINK CHARGING CO Industrials 970.0 $553.0 $0.57 +45.6%
2463 CSAN COSAN S A Energy 129.0 $531.0 $4.12 -15.7%
2464 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 3.0 $516.0 $172.00 +20.8%
2465 PZZA PAPA JOHNS INTL INC Consumer Cyclical 16.0 $513.0 -150.0 -90.4% $32.06 +0.9%
Page 124 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%