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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 13 of 124  ·  2,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLU SELECT SECTOR SPDR TR 86,915.0 $4.0M 0.09% +39K +80.9% $45.89 -1.9%
242 VIG VANGUARD SPECIALIZED FUNDS 18,407.0 $4.0M 0.09% +158.0 +0.9% $215.06 +7.4%
243 NFLX NETFLIX INC Communication Services 41,075.0 $3.9M 0.09% +4K +10.4% $96.15 -7.1%
244 BSCU INVESCO EXCH TRD SLF IDX FD 234,725.0 $3.9M 0.09% +12K +5.3% $16.72 -0.7%
245 AMAT APPLIED MATLS INC Technology 11,474.0 $3.9M 0.09% +301.0 +2.7% $341.80 +25.0%
246 IWN ISHARES TR 20,403.0 $3.9M 0.09% +2K +12.9% $189.59 +10.7%
247 HIGHLAND OPPORTUNITIES 672,800.0 $3.8M 0.09% -256K -27.5% $5.71
248 IUSV ISHARES TR 37,444.0 $3.8M 0.09% +13K +54.0% $102.25 +7.0%
249 MTUM ISHARES TR 15,945.0 $3.8M 0.09% +500.0 +3.2% $239.99 +25.9%
250 SPYD SPDR SER TR 83,726.0 $3.8M 0.09% +5K +6.5% $45.52 +3.8%
251 MDYV SPDR SER TR 44,305.0 $3.8M 0.09% $85.15 +5.6%
252 CWB SPDR SER TR 40,729.0 $3.7M 0.09% -13K -24.4% $91.52 +15.1%
253 FAD FIRST TR MULTI CAP GROWTH AL 23,388.0 $3.7M 0.09% +1K +6.6% $158.92 +14.7%
254 HCA HCA HEALTHCARE INC Healthcare 7,816.0 $3.7M 0.09% +75.0 +1.0% $473.24 -17.0%
255 RTX RTX CORPORATION Industrials 19,116.0 $3.7M 0.09% -1K -7.0% $192.90 -9.4%
256 GCOW PACER FDS TR 79,727.0 $3.7M 0.09% +4K +4.9% $46.24 +1.1%
257 ADBE ADOBE INC Technology 15,113.0 $3.7M 0.09% +2K +15.9% $243.08 +0.4%
258 RLY SSGA ACTIVE ETF TR 101,610.0 $3.7M 0.09% -4K -3.8% $36.15 +1.6%
259 TOTL SSGA ACTIVE ETF TR 91,695.0 $3.6M 0.09% +22K +32.0% $39.73 -1.1%
260 QQEW FIRST TR NAS100 EQ WEIGHTED 28,559.0 $3.6M 0.08% -3K -9.0% $126.97 +17.2%
Page 13 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%